Introduction to Investment Management
Course Catalog | 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 economical and legal influences on investments.
| Price |
$450 Nonmembers / $335 Members |
| Course Credits |
AIB: 0.50 ; ICB: 9.5 CTFA/INV ; CFP: 1.0 |
| Prerequisites |
None |
| Required Software |
None |
| Optional Software |
Adobe Acrobat Reader and RealPlayer |
Audience
New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department.
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.
| 
