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Upon completion of the course students will:

  • Discuss the major triggers and drivers shaping current business models in the private client and online investment industries.
  • Compare various business models, highlighting their common features, differentiators, and associated account types.
  • Identify key sources of revenue and profitability drivers across different business models and account structures.
  • Evaluate the impact of client experience on business model evolution and performance.
  • Describe the structure and core functions of investment banks, and explain how these functions generate revenue.
  • Assess the risks, compliance issues, and challenges within private client and investment banking industries.
  • Interpret key industry metrics, trends, and success factors influencing both private client and investment banking sectors.

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