Wealth and Trust Schools

"The Foundational Trust School provided me with skills and tools that will allow me to more effectively manage my client relationships. The diversity of the instructors is a major benefit as each instructor has a unique way of dealing with particular client situations."

"The curriculum broadened my understanding of the trust business and ways to manage risk. I gained insights on issues that affect my business from the diverse group of instructors. I now have new ways to look at client interactions, as well as think about my employer's policies and procedures in a more global view."

"The school heightened my ability to retain and attract quality clients by increasing my skills and expertise in estate planning and fiduciary management. I am now very comfortable discussing complex trust and estate planning issues with attorneys and other trust professionals.”

“This program is a must for serious minded trust professionals who want to elevate their skills to a higher level."

"The Advanced Trust School was an excellent investment in my career. It allowed me to learn from the best trust and estate planning minds in the country. This is a well-planned and conducted program that provides valuable information, knowledge, and skills for Trust Officers. I am very happy to have attended."