Wealth Management and Trust Fundamentals


Description: Wealth Management and Trust Fundamentals is designed to enhance the knowledge and improve the skills of trust administrators and other officers who service and refer trust clients. The curriculum is composed of three individual courses that provide students with an in depth understanding of the basics of trust administration, estate and tax planning and investment management principles, focusing on the responsibilities required for effective fiduciary oversight.


Duration: 9 hours 


This online curriculum contains the following courses: