Understanding the Investor

Course Duration: 2 hour | CPD: 2 Unit/hr 

Course Overview: 

Understanding the investor is as important as understanding markets and products.

With case lets, this module gives clarity on :

• Investor’s life cycle
• Example of retirement planning
• Examples of behavioural biases
• Small case-lets on appropriate investment recommendations

Target Audience: 

• Frontline executives interacting with clients
• Mid-level; even juniors can attend for sensitization

Modules:

• Investment life cycle
• Risk appetite
• Retirement planning
• Behavioural biases
• Investment-investor gap
• Case-lets

All sections (including feedback) must be completed to obtain the certificate of attendance.

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