Fiduciary Investment Management I
We encourage at least six to twelve (6-12) months related experience before beginning this curriculum. Those seeking the AFIM® designation should begin with this course and plan to continue through Fiduciary Investment Management II.
This curriculum addresses areas pertinent to investment products, investment management strategies, and portfolio management.
This course concludes with a comprehensive exam.
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Course Description
About Cannon's Online Experience
For LiveOnlineTM
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform.
Cannon’s LiveOnline™ is an online instructor-led course presented via webinar. Students log-in to a Cannon website (virtual campus) at a set time for a specific amount of time to engage in a lecture style format with Q&A. This is a 10-week program with classes being held once a week for 2.5 hours at a time. Students are required to complete a proctored final exam at the end of the program.
This is the first in a two-part curriculum designed to provide education in fiduciary investing. Contact us to see if you meet the requirements to exempt this course.
Areas of Study Include: Securities Marketplace, The Business Cycle, Debt Securities, Equity Securities, Financial Statement Analysis, Common Stock Analysis Value Line, Investment Companies, Exchange-Traded Funds, Real Estate Investment Trusts, Investment Company Analysis, Annuities, Fiduciary Investment Principles, and Uniform Prudent Investors Act