|
Introduction to Investment Management
ABA eLearning
self-paced online course (length: 3.5 hours)
Price: $335 members; $450 non-members ENROLL NOW
Course Description: 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
economic and legal influences on investments. REVISED:
2009
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 others.
·
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.
Course Credits: AIB: 0.25 ; ICB: 4.25 CTFA
For further information, please call (212) 297-1679 or elegg@nyba.com.
|
