Investment Policy

Course Number: IPOLICY1

Course Code: ABA 356

Explains how a basic investment policy statement answers questions about client objectives, return expectations, risk tolerance, time horizon, and portfolio allocation. Explains how investment constraints affect how a portfolio will be constructed and managed, and why they must be identified in the investment policy.

Learning Obj​​​​ectives
After completing this course, students will be able to:
– Describe investment policies
– Describe common investment constraints

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: n/a

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: ICB: 1.0 CRSP, CSOP, CTFA (INV)

Length: 55 minutes

ABA Training