Introduction to Investment Management

Course Number: IIM1

Course Code: ABA 162

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.

Learning Obj​​​​ectives
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 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

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

Prerequisites: n/a

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Member Price: $335.00
Non-Member Price: $450.00
Textbook Charge: $0.00

Credits: 0.25; ICB: 4.5 CCTS, CRSP, CSOP, 4.25 CTFA (INV)

Length: 3 hours 25 minutes

ABA Training