Quick Links

Introduction to Investment Management

Introduction to Investment Management


Price: $335 members; $450 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.
*Reviewed: Apr. 2013
(*Reviewed to meet current regulations, but no changes were made.)
Course Description:  Introduction to Investment Management provides an overview of the investment management issues that affect personal trusts. It covers investment types; stock and bond selection/analysis; investment portfolio management; and economic and legal influences on investments.
Audience:  New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department.
Learning Objectives:  After completing this course, students will be able to:
  • Define the types of investments used in trusts that fall within these categories: Cash and liquid, fixed income, equity, mutual fund, and others.
  • Describe the methods used to select and analyze stock and bond investments.
  • Explain the mechanics of portfolio management.
  • Identify key client information to help clients determine investment portfolio considerations.
  • Describe economic influences regarding trust investments, including the Federal Reserve, business cycles, and economic indicators.
  • Explain the legal considerations that affect actions regarding trust investments.

    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