Introduction to Investment Management

Provides a necessary and solid base prior to an exploration of more complex strategies. Explores the investment types commonly used in trusts, the methods for stock and bond selection and analysis, the economic influences and legal considerations regarding trust investments, and many of the considerations and tools for portfolio management.

 
Reviewed: Feb. 2017 (no changes made)

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Define the types of trust investments that fall within these categories—cash and liquid, fixed-income, equity, mutual fund, and other investments
  • Describe many of the methods used to select and analyze stock and bond investments
  • Explain the basic 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

​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.

 

Course Credits

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

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $335
Non-Member • $450

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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