Prudent Portfolio Management

Course Number: ABA

Course Code: ABA

Outlines the laws and guidelines that have a significant impact on how portfolio managers perform their role, including the Uniform Prudent Investor Act and Uniform Principal and Income Act. Discusses key decision-making factors in prudent investment portfolio management. Explains the fiduciary professional’s duty to diversify and to balance the interests of income and principal beneficiaries fairly.

What You’ll Learn

After completing this course, students will be able to:

  • Describe a prudent trustee’s duties and behaviors
  • Describe a trustee’s administrative duties
  • Explain the powers of the trustee during the settlor’s lifetime and after the settlor’s death

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.

Prerequisites: None

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Member Price: $135.00
Non-Member Price: $185.00
Textbook Charge: $0.00

Credits: 0.50 CISP, CRSP, CSOP, CTFA

Length: Approximately 25 minutes

ABA Training