The Art of Balancing Risk and Return.
Having a diverse range of investments that has just the right mix of risk and return is essential to meeting financial objectives for corporate clients. Too much risk and your clients will lose money. Not enough risk and your clients will not achieve their financial goals. The key is finding the proper balance of risk and return, customized for a specific client through effective portfolio management.
When it comes to selecting a portfolio manager, your clients must have confidence that your staff has the expertise required to design the best portfolio to suit their needs. This training program will teach your portfolio managers everything they need to know to master the art of balancing risk and return in client portfolios.
What’s The Course Like?
Focus on Portfolio Management introduces participants to portfolio theory and micro- and macro-economics. Participants will review the full range of investment vehicles and other financial service products available for use in their portfolios. They will learn a process for analyzing client financials and goals and designing the appropriate portfolio. Additionally, participants will learn how to not only minimize your clients' risk, but also to focus on minimizing the Bank's risk.
Focus on Portfolio Management may be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based, role-play techniques and applied case studies to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. Or call, toll free, 888-433-2666.
What's Covered In The Course?
- Portfolio Management Theory
- Micro- and Marco-Economics
- Fixed Income Portfolio Management
- Equity Portfolio Management
- Investment Vehicles
- Diversification
- Risk and Return
- Asset and Liability Management
- Growth Strategies
- Value Strategies
- Blended Strategies
- Indexing
- Measuring Performance
What Are The Benefits?
- Increased market share.
- Increased wallet share.
- Improved client loyalty.
- Increased client retention.
- Decreased risk.
For more information about Focus on Portfolio Management, or other programs like this, or to find out how The Edcomm Group Banker's Academy can customize any training program, contact a representative by clicking here. Or call, toll free, 888-433-2666.
What About the Bank's Products, Policies and Procedures?
No problem. Our training program is fully customizable. We can include your products, your policies and your procedures.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm's own Learning Management System (LMS), or through any third-party LMS.
To learn more about becoming Banker's Academy Certified in Focus on Portfolio Management Contact one of our qualified representatives by clicking here. Or call, toll free, 888-433-2666.
The tools and techniques I learned in this training will allow me to better serve my clients and help meet their financial goals.
H. I.
Portfolio Manager
Bank name withheld
