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Prudent Portfolio Management

Prudent Portfolio Management

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

Prudent Portfolio Managementapplies the Prudent Person Rule to trust management. This course outlines the characteristics of a prudent portfolio manager. It describes the factors that demonstrate prudence in a court of law. This course also lists investment standards put forth in the Uniform Prudent Investor Act. This course explores the potential tax ramifications of diversification. It explains the purpose of the Uniform Principal and Income Act and how that purpose can be achieved.

Objectives: 

  • 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. 
 

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