{"product_id":"investment-products-and-services","title":"Investment Products and Services","description":"\u003cdiv class=\"ebsi-team-licence-note\"\u003e\u003cp\u003e\u003cstrong\u003eBuying for a team?\u003c\/strong\u003e\u003cbr\u003eChoose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.\u003c\/p\u003e\u003c\/div\u003e\n\u003c!-- ebsi-sales-wrapper --\u003e\u003cdiv class=\"ebsi-sales-wrapper\"\u003e\n\u003cp\u003e\u003cstrong\u003eDevelop practical knowledge and confidence in Investment Products and Services.\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eThis course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003ch3\u003eWhy this course matters\u003c\/h3\u003e\n\u003cp\u003eThis course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.\u003c\/p\u003e\n\u003ch3\u003eWhat you will gain\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eBuild a practical understanding of the key concepts covered in Investment Products and Services.\u003c\/li\u003e\n\u003cli\u003eRecognise where the topic applies in real workplace or business situations.\u003c\/li\u003e\n\u003cli\u003eApply the methods and good-practice approaches covered in the course with greater confidence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWho is this course for?\u003c\/h3\u003e\n\u003cp\u003eThis course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.\u003c\/p\u003e\n\u003ch3\u003eCourse at a glance\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eStudy time:\u003c\/strong\u003e approximately 2 hours.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFormat:\u003c\/strong\u003e self-paced online learning.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfessional development:\u003c\/strong\u003e CPD course.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003c\/div\u003e\n\u003cp\u003e\u003cspan style=\"text-decoration: underline;\"\u003e\u003cstrong\u003eCourse Description\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003eSeat Time: 2.25hrs - Desc:\u003c\/p\u003e\n\u003cp\u003eThis course will provide an explanatory overview of investment products offered by most financial institutions to cover a range of customer needs and desires. The learner will be able to understand types of funds and strategies available to customers concerning everything from real estate to retirement planning. After completing this program, the learner will be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAnalyze customer cues and verbalized requests for different categories of investment products.\u003c\/li\u003e\n\u003cli\u003eUnderstand the use and purpose of investment strategies and products, and tailor products to suit customer needs.\u003c\/li\u003e\n\u003cli\u003eDifferentiate between plans, products, and other investments.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\u003c\/ul\u003e\n\u003cul style=\"padding: 0px; margin: 0px 0px 15px 20px; color: #686868; font-family: lora, Verdana, Helvetica, Arial, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: #ffffff; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;\"\u003e\u003c\/ul\u003e\n\u003ch5\u003e\u003cu\u003e\u003cstrong\u003eCourse Topics\u003c\/strong\u003e\u003c\/u\u003e\u003c\/h5\u003e\n\u003cp\u003e\u003cstrong\u003eT1. Investment Products:\u003c\/strong\u003e This topic will provide a general overview of investment products offered by most financial institutions to customers concerned with diversifying portfolios to generate more favorable returns.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT2. Investment Funds:\u003c\/strong\u003e This topic will educate the learner on the types of investment funds offered by financial institutions to customers to grow money over a period of time.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT3. Commodities:\u003c\/strong\u003e This topic will educate the learner on the types of investment funds offered by financial institutions to customers to grow money over a period of time.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT4. Trusts:\u003c\/strong\u003e This topic will detail the legal arrangements between parties for the benefit of beneficiaries, and the types offered by financial institutions as a means of investment.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT5. Insurance:\u003c\/strong\u003e This topic will describe insurance, and discuss reasons for purchasing insurance as well as typical insurance services.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT6. Estate Planning:\u003c\/strong\u003e This topic will introduce the learner to estate planning: the process of establishing a legal arrangement whereby owned property is designated to another individual.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT7. Retirement:\u003c\/strong\u003e This topic will familiarize the learner with the significance of investment-based retirement planning and the different types of Individual Retirement Accounts available to customers.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT8. Alternative Investments:\u003c\/strong\u003e This topic will offer the learner a discussion of alternative investments which are not one of the three traditional asset types; these include hedge funds, managed futures, private equity, and real estate\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eT9. Investment Services:\u003c\/strong\u003e This topic will provide an overview of the various services offered by the institution to enhance portfolios and increase account holder satisfaction\u003c\/p\u003e\n\u003c!-- ebsi-cross-sell --\u003e\u003cdiv class=\"ebsi-cross-sell\"\u003e\n\u003ch3\u003eContinue your learning\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003ePart of this learning pathway:\u003c\/strong\u003e \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLearners also take:\u003c\/strong\u003e \u003ca href=\"\/products\/commercial-team-products-and-services\"\u003eCommercial Team Products and Services\u003c\/a\u003e  |  \u003ca href=\"\/products\/bank-products\"\u003eBank Products\u003c\/a\u003e  |  \u003ca href=\"\/products\/overview-of-treasury-products-part-i\"\u003eOverview of Treasury Products Part I\u003c\/a\u003e\u003c\/p\u003e\n\u003c\/div\u003e\n\u003c!-- ebsi-academy-breadcrumb --\u003e\n\u003chr\u003e\u003cdiv class=\"ebsi-course-pathway\"\u003e\n\u003cp\u003e\u003cstrong\u003eCourse pathway:\u003c\/strong\u003e \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e \u0026gt; \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e \u0026gt; Investment Products and Services\u003c\/p\u003e\n\u003cp\u003eExplore more \u003ca href=\"\/collections\/bankers-academy-banking-financial\"\u003eBanking \u0026amp; Finance\u003c\/a\u003e training or return to the \u003ca href=\"\/pages\/welcome-to-ebsi-banking-academy\"\u003eeBSI Banking Academy\u003c\/a\u003e.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"Bankers Academy","offers":[{"title":"Individual Licence (EUR 60)","offer_id":40921905365170,"sku":"BA-209","price":66.0,"currency_code":"USD","in_stock":true},{"title":"5 Licences (EUR 50 each)","offer_id":59260505882972,"sku":null,"price":275.0,"currency_code":"USD","in_stock":true},{"title":"10 Licences (EUR 40 each)","offer_id":59260505915740,"sku":null,"price":440.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0077\/7604\/3071\/products\/BA-209InvestmentProductsandServicesCOVER.png?v=1633385354","url":"https:\/\/www.ebsiamericas.com\/products\/investment-products-and-services","provider":"eBSI Export Academy","version":"1.0","type":"link"}