Building Trust Expertise: Investment Management
In Building Trust Expertise: Investment Management, students will learn trust investment basics. They will enhance their professionalism by increasing their comfort level in discussing a trust investment portfolio with clients and beneficiaries. Students will learn about the investment types commonly used in trusts, the methods for stock and bond selection and analysis, and the economic influences and legal considerations regarding trust investments. Students will also examine the various considerations and tools for portfolio management.
| Price | $450 Nonmembers / $335 Members |
| Course Credits | AIB: 0 ; ICB: 9.5 ; CFP: 4.0 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
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
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
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.