Cannon Financial Institute

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.

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.

Topics

  • 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
  • Annuities
  • Fiduciary Investment Principles

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

Launch live chat