Fundamentals of Trust Investments - Course 2 (Canadian)
Course 2 of Fundamentals of Trust Investments covers investment goals and strategy, the investment process, and different approaches to investing such as Modern Portfolio Theory and Goals Based Investing. This course explores investment governance that may be associated with a trust, including having an investment philosophy, investment policy statement, investment charter and/or an investment committee. Finally, this course ends with how to interpret a sample investment statement.
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