Prudent Portfolio Management

$135.00

SKU: 10283 Category: Tag:

Description

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
  • Additional information

    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.

    Length

    Approximately 25 minutes

    Credits

    0.50 CISP, CRSP, CSOP, CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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