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BUILDING TRUST EXPERTISE -
INVESTMENT MANAGEMENT
Course Description: In Building Trust Expertise - Investment Management, students will learn
trust investment basics. They will enhance their professionalism by
increasing their comfort level in discussing a trust investment
portfolio with clients and beneficiaries. Students will learn about the
investment types commonly used in trusts, the methods for stock and bond
selection and analysis, and the economic influences and legal
considerations regarding trust investments. Students will also examine
the various considerations and tools for portfolio management.
Audience:
New trust administrators and 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:
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Define the types of investments used in trusts that
fall within these categories: Cash and liquid, fixed income, equity,
mutual fund, and others.
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Describe the methods used to select and analyze stock
and bond investments.
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Explain the mechanics of portfolio management.
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Identify key client information to help clients
determine investment portfolio considerations.
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Describe economic influences regarding trust
investments, including the Federal Reserve, business cycles, and
economic indicators.
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Explain the legal considerations that affect actions
regarding trust investments.
Course Credits:
ICB - 9.5 CTFA (INV) ;
CEU - 1.0
Delivery Method:
This course is available in the following format:
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