Southeast
Regional Center for Financial Training, Inc.
AIB Introduction to Investment Management
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
Delivery Options
Self-Paced Online
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
At the conclusion of the program participants 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 other investments
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
Download and print an enrollment form from here, complete and fax to 904-354-1834