Foundations of Institutional Investing

The Foundations of Institutional Investing Learning Path is comprised of three courses covering the following areas: definition of a fiduciary and their duties, description of the capital markets and asset classes, and the importance of asset allocation and it's effect on investment return and asset volatility. 

When you complete the three courses, you will be eligible for 1.0 Continuing Education Credit. Please note the Completion Certificate for this learning path will be available on the final module relating to Asset Allocation.

Duration: ~1 hour

Certain information herein has been compiled by Callan and is based on information provided by a variety of sources believed to be reliable for which Callan has not necessarily verified the accuracy or completeness of this publication. This report is for informational purposes only and should not be construed as legal or tax advice on any matter. Any investment decision you make on the basis of this report is your sole responsibility. You should consult with legal and tax advisers before applying any of this information to your particular situation. Reference in this report to any product, service or entity should not be construed as a recommendation, approval, affiliation or endorsement of such product, service or entity by Callan. Past performance is no guarantee of future results. This report may consist of statements of opinion, which are made as of the date they are expressed and are not statements of fact. Reference to or inclusion in this report of any product, service or entity should not be construed as a recommendation, approval, affiliation or endorsement of such product, service or entity by Callan.

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Any mention of a specific company or organization should not be considered an endorsement or advice.