Prudent Portfolio Management

$135.00

SKU: 10283 Category: Tag:

Description

Outlines characteristics of a prudent portfolio manager, factors that demonstrate prudence in a court of law, and investment standards put forth in the Uniform Prudent Investor Act. Explores potential tax ramifications of diversification and how the purpose of the Uniform Principal and Income Act can be achieved.

Additional information

Topic

Wealth Management Training

Length

25 minutes

Member Price

135

Non-Member Price

185

Location

Online Self-Paced

Course Code

ABA

Vendor

ABA

Sub Topics

Trust & Investments, Wealth Management, Workforce Excellence

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