Introduction to Investment Management

Course Number: ABA

Course Code: ABA

This course outlines the key components of investment management and provides a foundation for understanding the investment management process and basic trust concepts.

What You’ll Learn

After completing this course, students will be able to:

  • Describe activities that support each phase in the investment management process
  • Identify the components used to execute the investment management process

Audience: Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.

Prerequisites: None

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.50 CTFA, CRSP, CSOP

Length: Approximately 25 minutes

ABA Training