Investment Products

Investment Products explains how knowing the 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.  


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.


Learning Objectives: After completing this course, students will be able to:

  • Describe investment products commonly found in the equity market
  • Describe investment products commonly found in the debt market
  • Describe the characteristics of mutual funds