Prudent Portfolio Management


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.

Updated: Apr. 2017
Re-versioned: July 2016

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 tru​​​st experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Course Credits

​​​​​


​​
​​​​​​​​
​Questions? Please contact training@aba.com for more information.
 

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $175
Non-Member • $225

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​

 

 Related Training