$135.00
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:
| Audience | Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen. |
|---|---|
| Length | Approximately 25 minutes |
| Credits | 0.50 CTFA, CRSP, CSOP |
| Member Price | 135.00 |
| Non-Member Price | 185.00 |
| Course Number | ABA |
| Location | Online Self-Paced |
| Vendor | ABA |
| Course Code | ABA |
| Prerequisites | None |
| Day | Online |
