Cannon Financial Institute

Fiduciary Investment Management II

This course concludes a two-part curriculum designed to educate students in fiduciary investing.

Price: $3,495.00 registration, tuition, room, and meals

Additional Materials ($50.00)

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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.

Students should have successfully completed Fiduciary Investment Management I before registering for Fiduciary Investment Management II. Those seeking the AFIM® designation may have additional exam requirements.

Course materials may include our Cannon Concepts for Professionals textbook ($50*). This course concludes with a comprehensive exam. *Prices may vary when purchased separately.

Topics

  • Structured Products
  • Investment Manager Fiduciary Practices
  • GIPS
  • Global Investing
  • Dealing with Low-Cost Basis Assets
  • ILIT
  • Sector Investing
  • Capture Ratio
  • Alternatives: Commodities and Natural Resources
  • Real Estate
  • MPT
  • Investing for Different Types of Trust
  • Annuities
  • Creating and Telling Your Investment Story
  • Retirement Income Planning

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