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Cannon Financial Institute

Fiduciary Investment Management I

We encourage at least six to twelve (6-12) months related experience before beginning this curriculum.  Those seeking the AFIM® designation should begin with this course and plan to continue through Fiduciary Investment Management II.

This curriculum addresses areas pertinent to investment products, investment management strategies, and portfolio management.  

This course concludes with a comprehensive exam.

Select a Session:

Price: $3,360.00
registration, tuition, and materials

This is the first in a two-part curriculum designed to provide education in fiduciary investing. Contact us to see if you meet the requirements to exempt this course. 

Areas of Study Include: Securities Marketplace, The Business Cycle, Debt Securities, Equity Securities, Financial Statement Analysis, Common Stock Analysis Value Line, Investment Companies, Exchange-Traded Funds, Real Estate Investment Trusts, Investment Company Analysis, Annuities, Fiduciary Investment Principles, and Uniform Prudent Investors Act