Prudent Portfolio Management
ABA SELF-PACED ONLINE TRAINING
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.
- Explain the Prudent Person Rule
- Describe the standards put forth in the Uniform Prudent Investor Rule and the Uniform Principal and Income Act
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