Private Banking

Overview | Learning Extensions | Course Demos | Course List | ABA LMS

Private bankers offer personalized banking services to high-net-worth individuals. To be successful, they need a combination of relationship management and product knowledge skills. They need to acquire, develop, and retain customers. They must provide deposit, lending, and investment advice through a team of bank experts to consistently deliver financial solutions that meet a client's goals.

These courses are ideal for Private Bankers and other relationship officers who serve the bank's high-net-worth clients and 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.

Our catalog includes the following group of courses that address the Core Knowledge needs of Private Bankers. Click each title for a description and pricing. These courses can also be licensed for groups of employees.

• Private Banking and Wealth Management - An Introduction
• Private Banking and Wealth Management - Financial Planning
• Private Banking and Wealth Management - Overview of Investing
• Private Banking and Wealth Management - Relationship Management
• Private Banking and Wealth Management - Techniques of Investing
• Asset Classes Part I
• Asset Classes Part II
• Asset Allocation - An Introduction
• Mutual Funds - An Introduction
• Mutual Funds - Investing

Questions? Please contact training@aba.com for more information.