Wealth Management and Trust Fundamentals

Course Number: WMTF1

Course Code:

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 t​he basics of trust administration, estate and tax planning and investment management principles, focusing on the responsibilities required for effective fiduciary oversight.

Audience: 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.

Prerequisites: n/a

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Member Price: $999.00
Non-Member Price: $750.00
Textbook Charge: $0.00

Credits: 0.50; ICB: 4.50 CTFA(Tax), CRSP, CISP; 4.25 CTFA(INV); 3.25 CTFA(FID); 7.75 CCTS, CSOP

Length: 9 hours 5 minutes

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