A Guide to Ethics for Trust Professionals Curriculum

Course Number: GETP1

Course Code: ABA 335

This four-course curriculum addresses today’s ethical concerns by using examples to explain how to apply appropriate behaviors to common situations that exist when working with trust clients. The series covers:

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

The courses included in A Guide To Ethics for Trust Professionals Curriculum are:
A Guide to Ethics in Fiduciary and Trust Activities
A Guide to Ethics in Financial Planning
A Guide to Ethics in Investments
A Guide to Ethics in Tax Law and Tax Planning

Audience: Trust officers and other trust department personnel

Prerequisites: n/a

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Member Price: $275.00
Non-Member Price: $375.00
Textbook Charge: $0.00

Credits: 0.25; ICB: 3.0 CFTA (ETH)

Length: 2 hrs

ABA Training