Cannon Financial Institute

Fiduciary Investment Management I

This course is the first in a two-part curriculum designed to educate students in fiduciary investing.

This curriculum addresses areas pertinent to investment products, investment management strategies, and portfolio management.  Courses are designed to build in complexity and content from one to the next.

We encourage at least six-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 course concludes with a comprehensive exam.

Topics

  • 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
  • Uniform Prudent Investors Act

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