Introduction to Investment Management


Provides a necessary and solid base prior to an exploration of more complex strategies. Explores the investment types commonly used in trusts, the methods for stock and bond selection and analysis, the economic influences and legal considerations regarding trust investments, and many of the considerations and tools for portfolio management.


  • 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.

Audience:  Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration. No prior knowledge of the subject is required.

ABA Certifications: 4.5 CRSP, CCTS, CSOP; 4.25 CTFA

The New York Bankers Association is a Local ABA Training Provider.

NYBA Professional Development at (212) 297-1679 or
Enroll Online
Member $335
Non-Member $450

Full Course List

Print Registration Form
To license this course for multiple learners, contact NYBA Professional Development.