Asset Allocation and Portfolio Management

Describes the purpose of the customer profile information collected for investment policies, and how model portfolios are matched to customer profiles. Shows how to distinguish between positive and negative correlation in portfolio diversification. Describes investment styles and strategies that can be applied to equity portfolios and diversify fixed-income portfolios.

Learning Objectives

After completing this course, students will be able to:

  • Describe the portfolio management process and typical customer profiles
  • Describe asset allocation concepts and strategies
  • Describe diversification concepts and strategies


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.

Course Credits

ICB Certifications: 1.0 CRSP, CSOP, CTFA

ABA Certificates: This course applies to the ABA Certificate in Trust: Advanced​.

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Course / Seminar Type: Self-Paced Online
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code: ABA
Course / Seminar Start Date:
Course / Seminar Price: $175
Course / Seminar Location: