Fiduciary Investment Management I
Fiduciary 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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About Cannon's Online Experience
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform. LiveOnline™ is a traditional instructor lead course presented using online technology. Participants 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. Materials are mailed to students ahead of class.
Classes will be held from 9:00 AM to 11:30 AM ET on the following dates:
Exams must be completed by December 12
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This curriculum addresses areas pertinent to investment products, investment management strategies, and portfolio management. Courses are designed to build in complexity and content from one to the next.
We encourage at least six-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 course concludes with a comprehensive exam.
- 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
- Fiduciary Investment Principles
- Uniform Prudent Investors Act