eLearning Course Catalog     Log Into ABA eLearning     AIB Overview     Trust Curriculum Investments I - ABA eLearning Price: $160 members; $215 non-members   Print Registration Form     Enroll Online This course is also available at discounted prices under an annual license.  Call or email for details. Course Credits:  AIB: 0.0; ICB: 2.0 CTFA/INV; CFP: 2.0 Course Description:  Investments I focuses on an overall discussion of investment risk, organization of the investment decision process, regulatory influences for investments and the similarities and differences of commingled funds and mutual funds investments. Note: This course is not intended to train students to become the sole-providers of investment information to clients.  Instead, students should become familiar with a big-picture view of investments to better serve and address clients’ needs. Students should still follow any internal bank policy or procedures regarding the discussion of investments and referrals to internal support associates. Learning Objectives:  After completing this course, students will be able to: ·         Explain the various tools used in organizing the investment decision ·         Identify the regulatory influence for investments ·         Describe the similarities and differences of commingled funds and mutual funds ·         Discuss various forms of investment risk Audience:  Trust Officers who have completed Building Trust Expertise Level 1 and have at least two years experience in the trust field working with trust clients and their families and/or advisors. For further information or team discount pricing, please call (212) 297-1679 or elegg@nyba.com.