Courses

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.

Available settings

Online, 5 Days
School

Investment

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

Register

Please select a session below.

Online $3,360

Sep 16 – Nov 18, 2026

About Cannon's Online Experience

For LiveOnline^TM

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.

Related Courses

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Fiduciary Investment Management II

Advance your investment knowledge with global markets, alternative investments, and risk management strategies. Study behavioral finance, structured products, and annuities. Essential for experienced professionals and AFIM® certification. Prerequisite: FIM I or Personal Trust exemption. This course prepares you for the AFIM® designation exam, focusing on advanced strategies and fiduciary practices in investment management.

Accredited Investment Fiduciary® (AIF®)

Enhance your expertise with our specialized Accredited Investment Fiduciary® (AIF®) curriculum. We uniquely extend this program, originally designed for licensed investment advisors, to include essential components for trust and fiduciary professionals. Master prudent investment practices, fiduciary responsibility, strategy development, due diligence, and performance monitoring. Prepare for the AIF® designation while broadening your skills across diverse financial service roles.

Unique and Hard to Value Assets

Master the administration of complex trust assets in this industry-exclusive course. Gain essential knowledge and skills for managing unique and hard-to-value holdings. Ideal for trust professionals seeking specialized expertise in non-traditional asset management. Enhance your ability to navigate challenging valuation scenarios.