Description
Meeyeon Park & Mark R – CFI Education – Economics for Financial Advisors download, Meeyeon Park & Mark R – CFI Education – Economics for Financial Advisors review, Meeyeon Park & Mark R – CFI Education – Economics for Financial Advisors free
Meeyeon Park & Mark R – CFI Education – Economics for Financial Advisors
Economics for Financial Advisors
This course will answer the question that is most often asked when it comes to learning economics: where do I start?
In this course, you will learn about key economic indicators, the business cycle, and drivers of global economies.
Through examples and applications, you will develop the confidence you need to confidently present your opinion of the economy today.
Overview
Economics for Financial Advisors Overview
Understanding the mechanics and drivers of global economies and being able to develop and express a clear and well-thought-out opinion is an essential part of being a knowledgeable financial advisor.
Economics for Financial Advisors Learning Objectives
Upon completing this course, you will be able to:
Describe the fundamental drivers of consumer decision-making and how these decisions impact an economy
Explain what GDP is and how changes to it are driven by static effects and shock that ultimately drive business cycles
Identify the key stages of a business cycle and explain what key economic leading and lagging indicators would help predict or confirm what stage an economy is in
Differentiate the role of fiscal versus monetary policy and what institution is responsible for each Interpret what impact interest rate fluctuations – up and down – have on inflation and the economy
Who Should Take This Course?
This course is for anyone interested in becoming a financial planning or wealth management professional. This course is designed as a primer that introduces all of the foundational economic concepts an Advisor needs to understand.
What you’ll learn
Introduction
Introduction
Downloadable Materials
What Exactly is Economics
Fundamentals
Drivers of Decision Making
Gross Domestic Product (GDP)
Drivers of Gross Domestic Product (GDP)
Interactive Exercise
Business Cycles
Anatomy of a Business Cycle
Recessions
Recessions
Economic Influencers
Governments and Central Banks
Inflation and Monetary Policy
Ideal Targets for a Stable Economy
Economic Indicators
Economic Indicators
Formulating Your Economic View
Interpreting Economic Data
Exercise Instructions
Exercise 1
Exercise 2
Exercise 3
Final Thoughts
Course Summary
Qualified Assessment
Qualified Assessment
