Investment Management

This course is designed to provide individuals with an Overview of the Investment Management.

Learners are exposed to the two types of investment management accounts (directed accounts and discretionary accounts), and how the banks responsible for these types of accounts act as either investment advisors or investment managers.

In this lesson you will learn:

  • The different types of investment management accounts.
  • The role a bank plays in handling each account.

This course has been approved for continuing education credits from the Institute of Certified Bankers(ICB). Certifications

Like what you see? Enroll Now and begin the Investment Management eLearning course today!

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