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A Provider of AIB Products Investments II |
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Course Description: Investments II builds on the earlier investment course and focuses on the concepts used in valuing investments, the characteristics of different types of securities markets, and factors to consider in mutual fund selection. Audience: Trust professionals looking for a big-picture view of investments and investment planning concepts. This course is appropriate for trust officers who have already achieved a basic level of knowledge and expertise in the trust field. Learning Objectives: After successfully completing this program, you will be able to: • Understand the key concepts needed in the valuation of investments such as rate or return, present value, discount rate, and cash flows • Answer client questions about the characteristics of different types of financial markets and the factors that affect market behavior • Evaluate mutual funds and select those that are most appropriate for a client's situation Course Credits: AIB: 0 ; ICB: 9.25 (CTFA/INV) ; CFP: 4.5 Prerequisites: Basic knowledge/expertise in trust field Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160 • NonMembers $215  Forms Page ... Registration ... Requests ... WithdrawalPBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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