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Introduction to Investment Management

Course List | ABA Member Registration | Non-Member Registration

Introduction to Investment Management provides an overview of the investment management issues that affect personal trusts. It covers investment types; stock and bond selection/analysis; investment portfolio management; and economic and legal influences on investments.

Price $450 Nonmembers / $335 Members
License Option Courses are also available at discounted prices under an annual license.  Learn More
Course Credits AIB: 0.25 ; ICB: 4.25 CTFA,/INV; 4.5 CRSP, CCTS, CSOP; CFP: 1.0
Prerequisites None
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer

Audience

Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration. No prior knowledge of the subject is required.                       

Learning Objectives

After completing this course, students will be able to:

  • Define the types of investments used in trusts that fall within these categories: cash and liquid, fixed income, equity, mutual fund, and other investments 
  • Describe the methods used to select and analyze stock and bond investments 
  • Explain the mechanics of portfolio management 
  • Identify key client information to help clients determine investment portfolio considerations 
  • Describe economic influences regarding trust investments, including the Federal Reserve, business cycles, and economic indicators
  • Explain the legal considerations that affect actions regarding trust investments

 

Questions? Please contact training@aba.com for more information.