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Introduction to Investment Management - ABA eLearning

Price: $335 members; $450 non-members  ENROLL NOW
Course Credits:  AIB: 0.25; ICB: 4.25 CTFA/INV; CFP: 1.0

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.

For further information or team discount pricing, please call (212) 297-1679 or elegg@nyba.com.