P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Introduction to Investment Management
Course Description: Introduction to Investment Management provides an overview of the investment management issues that affect personal trusts. It covers investment types; stock and bond selection/analysis; investment portfolio management; and economic and legal influences on investments. Audience: New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department. Learning Objectives: After completing this program, you will be able to:   • Define the types of investments used in trusts that fall within these categories:       cash and liquid, fixed income, equity, mutual fund, and other investments   • Describe the methods used to select and analyze stock and bond investments   • Explain the 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: AIB: 0.50 ; ICB: 4.25 CTFA,/INV CRSP, CCTS, CSOP; CFP: 1.0 Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $335   •   NonMembers $450       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association