Economics & Markets

Course Number: ECOMAR1

Course Code: ABA 354

Explains the macro-economic forces that affect financial markets and investment portfolios enabling advisors to have a deeper conversation about these topics with clients. Introduces the important relationship between interest rates and inflation, and explores the causes and effects of inflation and how inflation is measured.
Updated: Feb. 2017
Re-versioned: June 2016

Learning Obj​​​​ectives:

-After completing this course, students will be able to:

-Describe the relationships between macro-economic forces and financial markets

-Explain how the Gross Domestic Product (GDP) affects the business cycle

-Describe how changes in interest rates affect financial markets and investors

-Describe how inflation affects GDP and investor buying decisions

-Distinguish between the government’s fiscal policy and the Federal Reserve’s monetary policy

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs

Prerequisites: n/a

Register Now

Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: ICB: 1.0 CRSP, CSOP, CTFA (INV)

Length: 55 minutes

ABA Training