Introduction to Investment Management

$135.00

SKU: 10229 Category: Tag:

Description

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
  • Additional information

    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

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