Investor Profiling

New York Institute of Finance

ITEM WLTH1000

Self Paced Course

Available Now
Online

$89.00

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Online (Self-paced)

update

1 Hours

language

English

school

Introductory

Virtual Series Course

Available Now
Virtual (Part-Time)

$89.00

video_library

Online (Self-paced)

update

1 Hours

language

English

school

Introductory


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17

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

Duration : 1 hour

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