This course builds on the earlier investments course and focuses on the concepts used in valuing investments, the characteristics of different types of securities markets, and factors to consider in mutual fund selection.

   Audience: Trust professionals looking for a big picture view of investments and investment planning concepts. This course is appropriate for trust officers who have already achieved a basic level of knowledge and expertise in the trust field.

    Learning Objectives

   At the conclusion of the program participants will be able to:

• Understand the key concepts needed in the valuation of investments such as rate of return, present value, discount rate, and cash flows
• Answer client questions about the characteristics of different types of financial markets and the factors that affect market behavior
• Evaluate mutual funds and select those that are most appropriate for a client’s situation

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)

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