Wealth Management and Trust Fundamentals


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.

Curricula contains the following courses: 
1. Introduction to Estate Planning 
2. Introduction to Investment Management 
3. Introduction to Trust Administration

ICB - 4.50 CTFA(Tax), CRSP, CISP; 4.25 CTFA(INV); 3.25 CTFA(FID); 7.75 CCTS, CSOP

Duration: 9hr 05min

Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration. No prior knowledge of the subject is required.