Economics For Bankers
1 Day
Clients frequently ask bankers about the economy. Having an informed view is prerequisite to earning a trusted advisor position. Participants will exit this course with a clear understanding of the critical elements of measuring the economy. They will also become familiar with key sources of economic data to remain current.
Topics in this course include
The US and Global Economy – a history
The Composition of Economic Measurements
- (e.g. GDP, Production, Labor, Consumer Sentiment, …)
The Role of the Fed
Forming a View
Staying Current
Client Update Strategies
Step-by-Step Guidance
Class Structure:
This class is coordinated with lectures and case studies. Attendees learn by doing exercises individually and in small groups.
Target Audience:
This class is targeted for those who are or soon will be involved in client conversations. The role of the individual in the client discussion (junior or senior, coverage or product) is not critical as the course takeaways benefit those both leading and supporting the discussions.
- Associates
- Relationship Managers
- Mid-level and Senior Managers
- Portfolio Managers
- Credit Officers
- Bank Officers
- Product Specialists
