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.
NYSBPA CPE credits = 8
CIMA and CIMC Credits = 7.5