Courses
Fiduciary Investment Management II
This curriculum addresses areas pertinent to investment products, investment management strategies, and portfolio management.
Course materials may include our Tools and Techniques of Investment Planning ($165). *Prices may vary when purchased separately
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- Available settings
- On-Campus, Hilton Head, SC
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- School
- Investment
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.
Course materials may include our Tools and Techniques of Investment Planning ($165). *Prices may vary when purchased separately.
After completion of this course, participants are prepared to take the AFIM® designation exam.
Areas of Study Include: Structured Products, Investment Manager Fiduciary Practices, GIPS, Global Investing, Dealing with Low-Cost Basis Assets, ILIT, Sector Investing, Capture Ratio, Alternatives: Commodities and Natural Resources, Real Estate, MPT, Investing for Different Types of Trust, Annuities, Creating and Telling Your Investment Story, and Retirement Income Planning
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