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INVESTMENTS II - 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: 0.25; 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
  • Discuss retail and institutional funds
  • Discuss characteristics of different money market funds
  • Describe an efficient market
  • Describe how the primary market works
  • Describe the function of the bond markets
  • Explain how rate of return is calculated
  • Describe the difference between simple and compound growth
  • Discuss common stock valuation
  • Discuss discount rate

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.

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