P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Private Banking & Wealth Management - Overview of Investing
Course Description: This course looks at the fundamentals of investing and investor behavior. The content focuses on what makes investment different from speculation. This is followed by a detailed description of some of the key investor behavioral traits. The field of behavioral finance combines behavioral and cognitive psychological theory with conventional financial theory and takes into account the human tendency to behave irrationally when making investment decisions. Audience: Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients and the product mix required to sustain this profitable client segment. Learning Objectives: After successfully completing this program, you will be able to:   • Understand the meaning of the terms investing, hedging, speculating, and arbitrage, and the use of borrowing to leverage investments   • Describe the key traits of investors as outlined by behavioral finance theorists Course Credits: None Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $135   •   NonMembers $180       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association