Prudent Portfolio Management

Course Number: PPM1

Course Code: ABA 358

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.

Learning Obj​​​​ectives
After completing this course, students will be able to:
– Explain the Prudent Person Rule
– Describe the standards put forth in the Uniform Prudent – Investor Rule and the Uniform Principal and Income Act

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 CISP, CRSP, CSOP, CTFA (FID)

Length: 55 minutes

ABA Training