Cannon Financial Institute

Fiduciary Investment Management II

Fiduciary Investment Management II builds on the principles taught in Investment Management I and culminates with the Accredited Investment Fiduciary Manager exam (AFIM). Students study the application of investment products to fiduciary accounts (trusts) and develop a value proposition for their ability to support their clients’ portfolios.

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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