Course work will broaden the direct knowledge of students about essential business units within a securities dealer, including Investment Banking, Wealth Management and Discount Brokerage.

Upon completion of the course students will:

  • Master how revenue sources are realized in each unit
  • Understand the key risks associated with each business unit
  • Recognize how business models are developed and used in each unit
  • Comprehend the firm’s organizational structure
  • Discern how strategies are developed and implemented by each unit

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