Investment Products

Course Number: IPROD1

Course Code: ABA 357

Explains how knowing the investment products found in the equity and debt markets improve the ability to talk to clients about their stock portfolios. Identifies the characteristics of common stock and preferred stock. Describes the advantages and disadvantages of mutual funds and how to distinguish between open-end funds and closed-end funds.

Learning Obj​​​​ectives
After completing this course, students will be able to:
– Describe investment products commonly found in the equity market
– Describe investment products commonly found in the debt market
– Describe the characteristics of mutual funds​​​

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs

Prerequisites: n/a

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: ICB: 1.0 CRSP, CSOP, CTFA (INV)

Length: 55 minutes

ABA Training