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AIB Overview
Trust Curriculum
INVESTMENTS II
- ABA eLearning
Price: $160 members; $215
non-members
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Registration Form Enroll
Online
This course is also
available at discounted prices under an annual license. Call or email
for details.
Course Credits:
AIB: 0.25; ICB:2.00 CTFA/INV; CFP: 1.0
Prerequisites: Basic knowledge/expertise in trust field
Course Description: Investments II builds on two
previous Investment courses in the BTE curriculum and focuses on the concepts used in valuing investments,
the characteristics of different types of securities markets, and factors
to consider in mutual fund selection.
Learning Objectives:
After completing this course,
students will be able to:
- Describe the different mutual fund
expenses
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- Discuss retail and institutional funds
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- Discuss characteristics of different
money market funds
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- Describe an efficient market
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- Describe how the primary market works
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- Describe the function of the bond
markets
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- Explain how rate of return is
calculated
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- Describe the difference between simple
and compound growth
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- Discuss common stock valuation
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Audience:
Trust officers who have already completed
Building Trust Expertise Levels 1 and 2 and have two or more years
experience working with trust
clients managing more complex trusts, including tax law and investments.
For further information,
please call 212-297-1679 or
elegg@nyba.com.
The New
York Bankers Association is a Local ABA Training Provider. |