Building Trust Expertise: Investment Management
Price: $ 159.00 (USD)
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Course Description
In Building Trust Expertise: Investment Management, students will learn trust investment basics. They will enhance their professionalism by increasing their comfort level in discussing a trust investment portfolio with clients and beneficiaries. Students will learn about the investment types commonly used in trusts, the methods for stock and bond selection and analysis, and the economic influences and legal considerations regarding trust investments. Students will also examine the various considerations and tools for portfolio management."
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Course Outline
Investment Types , Stock Selection and Analysis , Bond Selection and Analysis, Portfolio Management, Economics and Investments , Legal Considerations , Course Conclusion "
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More Information
| Language | English |
| Course Length | 6.70 hours |
| Duration of Access | Three Months |
| Vendor | Zoologic (Read more about Zoologic accreditation.) |
| Course Certification | Zoologic Certificate for the CPE Credits |
| Prerequisites/Audience | An understanding of basic finance or banking principles may be helpful before starting this course. |
| Requirements/Materials Included | MSIE 5.5, Flash v 5.0" |
Price: $ 159.00 (USD)
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