Quick Links

Investment Policy

Investment Policy

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members; $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Investment Policy explains how a basic investment policy statement answers questions about client objectives, return expectations, risk tolerance, time horizon, and portfolio allocation. This course demonstrates how investment policies help define and set appropriate client expectations. This course explains how investment constraints affect how a portfolio will be constructed and managed, and why they must be identified in the investment policy.
Objectives:
  • 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. 
 
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008