Introduction to Investment Management

American Bankers Association
Training overview
180 minutes
450 USD + tax
Next start date: Available On-Demand - Online

Course description

Introduction to Investment Management

Introduction to Investment Management explores the investment types commonly used in trusts, the methods for stock and bond selection and analysis, the economic influences and legal considerations regarding trust investments, and many of the considerations and tools for portfolio management.

Who should attend?

For Trust department and bank personnel who are new to the trust business and want to develop a basic working knowledge of trust administration.

Training Content

Dive into the mechanics of portfolio management. Define the types of trust investments and describe the methods used to select and analyze stock and bond investments.

Certification / Credits

After completing this course, students will be able to:

  • Define the types of trust investments that fall within these categories—cash and liquid, fixed-income, equity, mutual fund, and other investments
  • Describe many of the methods used to select and analyze stock and bond investments
  • Explain the basic 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​
  • Course Credits

  • ABA Professional Certifications: 2.75 CCTS​, CSOP, CTFA​​​​
  • ABA Certificates: This course applies to the ABA Certificate in Trust: Foundational​.
  • About supplier

    American Bankers Association

    American Bankers Association

    The American Bankers Association is the united voice of America's banks—small, regional and large—that together employ more than 2 million women and men, hold nearly $17 trillion in assets, safeguard $13 trillion in deposits and extend more than $10 trillion...


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