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Build Trusted Advisors

Trust Administrators perform a valuable role supporting not only your Clients, but also Relationship Managers and other key staff. Fundamentals of Trust Administration provides staff with the knowledge and skills necessary to enhance their role as trusted advisor to your clients.

This program is designed for entry-to-mid level associates, trust administrators and other trust professionals who wish to gain a better understanding of the practical application of fiduciary administration.

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Curriculum:

  • Duties and Powers of the Trustee
  • Ethics
  • Fundamentals of Estate Planning
  • Reading and Understanding Trust Documents
  • Trust Compliance
  • Communication with Trust Clients

The curriculum focuses on client case studies, with each case study representing a client segment beginning, with a family early in their financial lifecycle through to client scenarios in post-retirement years. The learning objectives for this program are geared towards creating an understanding of how the various types of Trusts can enrich a client's financial lifecycle and build a lasting client-trustee relationship.

What you can expect:

  • A relevant and current curriculum, updated annually with input from senior-level trust practitioners
  • 5-day immersive learning experience
  • Content delivered by leading industry experts and practitioners
  • Flexibility - offered when and where you choose
  • An optional online training component to complement the classroom schedule