A Guide To Ethics for Trust Professionals Curriculum
Ethical behavior is a consideration that applies to every aspect of a professional relationship with a client.



This four-course curriculum addresses today‚Äôs ethical concerns by using examples to explain how to apply appropriate behaviors to common situations that exist when working with trust clients. Course exercises provide opportunities to apply knowledge using realistic client scenarios. The series covers:

  • Financial Planning
  • Tax Law and Tax Planning
  • Fiduciary and Trust Activities
  • Investments


Duration: 2 hours


Audience: Trust officers and other trust department personnel.


The courses included in A Guide To Ethics for Trust Professionals Curriculum are: