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.
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
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