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Investment Products

Investment Products

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members; $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
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.
Objectives: 
  • 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.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008