Cannon Financial Institute

Investment Management Issues & Updates

The best way to serve clients is to have the most current knowledge. This concentrated two-day course focuses on today’s most relevant topics in Investment Management. Having an understanding of these topics will complement the job scope of all professional designations within the Wealth Management industry.

Students will learn:

  • The history of Investment Management and the Prudent Investor Rule
  • Investment Process
  • Investment Policy Statements
  • Investment Anomalies
  • Investment Fables
  • Investing Under Different Scenarios
    - Endowments and Foundations
    - Qualified Retirement Plans
    - Personal Agencies
    - Private Trusts
  • Investment Review and Regulatory Requirements
  • What Makes an Investment Firm Successful

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