ABA SELF-PACED ONLINE TRAINING
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.
- Describe investment policies
- Describe common investment constraints
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.
1.0 CRSP, CSOP, CTFA
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679