Investor Profiling

ITEM WLTH1000

Self Paced Course

Available Now
Online

$89.00

Online (Self-paced)

1 Hours

English

Introductory

Virtual Series Course

Available Now
Virtual (Part-Time)

$89.00

Online (Self-paced)

1 Hours

English

Introductory

Questions? We're here to help you

Please complete this form and a NYIF Career Advisor will assist you.

Enter your first name:

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Enter your last name:

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Select your country:

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Enter your email:

Enter phone number:

Please fill in a valid email and phone number.

Select preferred contact method

Schedule call

Please fill in the field.

Send us your questions

Where Wall Street Goes to SchoolTM!

Please select a time and date from the calendar to book a 15-minute call with a NYIF Career Advisor.

You can also reach us on +1 347 842 2501 or marketing@nyif.com

Something went wrong, please try again later!

Investor Profiling

Geared towards new portfolio managers, this module focuses on the crucial first step of profiling a client in order to determine the appropriate investment approach for them. This course replicates the content from module 1 of the course Wealth Management - A Core NYIF Course

CPE Credits: 1

Program Details (NASBA) View

Program Level	Basic
Prerequisites	This course has no prerequisites.
Advance Preparation	No advance preparation required.
Recent Revision Date	January 6, 2015
Instructional Delivery Method	QAS Self Study
Field of Study	Specialized Knowledge and Applications

Curriculum

What you'll learn

Who should take this

Duration : 1 hour

Overview of Investor Profiling
Time Horizon
Risk Tolerance
Constructing an appropriate investment approach

Investor Profiling

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in a valid email and phone number.

Select preferred contact method

Please fill in the field.

Where Wall Street Goes to SchoolTM!

Please select a time and date from the calendar to book a 15-minute call with a NYIF Career Advisor.

You can also reach us on +1 347 842 2501 or marketing@nyif.com

Something went wrong, please try again later!

Investor Profiling

Easy monthly payments

Module 1: Investor Profiling