SELF-PACED ONLINE COURSE: ABA ELEARNING
Created: July 2014
Investment Products explains how knowingthe investment products found in the equity and debt markets will improve the ability to talk to clients about their stock portfolios. It identifies the characteristics of common stock and preferred stock. This course also describes how mutual funds work and their advantages and disadvantages. This course explains how to distinguish between open-end funds and closed-end funds.
Describe investment products commonly found in the equity market
Describe investment products commonly found in the debt market
Describe the characteristics of mutual funds
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
The Nebraska Bankers Association is a Local ABA Training Provider.
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