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.