Investment Management I
Investment Management I is the first in a two part curriculum designed to educate you in fiduciary investing. Students examine the investment industry structure and outline the unique characteristics of each type of investment instrument. Successful completion of this curriculum leads to the Accredited Investment Fiduciary Manager designation.
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Class will be held from 11:00 am to 1:30 pm ET on the following dates:
Exam must be completed by December 14
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Cannon takes a fiduciary perspective on the most pertinent issues in investment principles and the overall securities marketplace.
Participants in this curriculum will be prepared to take the AFIM® examination.
- Securities Marketplace
- The Business Cycle
- Debt Securities
- Equity Securities
- Financial Statement Analysis
- Common Stock Analysis Value Line
- Investment Companies
- Exchange-Traded Funded Notes
- Real Estate Investment Trusts
- Investment Company Analysis
- Fiduciary Investment Principles