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Curriculum | Advanced Wealth and Trust School

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The Advanced Wealth and Trust School curriculum builds on Levels 1 and 2 curricula. The program consists of in-depth, comprehensive sessions and includes the latest advanced strategies in:

  • Developing and delivering full, balanced advice/li/>
  • Advanced investment strategies
  • Complex administration topics and
  • Navigating the dynamic nature of clients’ financial needs in context of generational, gender and cultural characteristics

Schedule

All times are in ET.

  • Monday, November 1

  • Wednesday, November 3

  • Friday, November 5

  • Monday, November 8

  • Wednesday, November 10

  • Friday, November 12

Monday, November 1

1:00 PM - 2:00 PM

Orientation

2:00 PM - 3:00 PM

Full Balance Sheet Advice

3:00 PM - 3:45 PM

Full Balance Sheet Advice Case Study

4:00 PM - 4:45 PM

Managing the Dynamic Nature of Client Financial Needs

4:45 PM - 5:30 PM

Managing the Dynamic Nature of Client Financial Needs Case Study

Wednesday, November 3

1:00 PM – 2:30 PM

Advanced Philanthropic Planning Strategies & Administration

2:30 PM – 3:15 PM

Advanced Philanthropic Planning Strategies & Administration Case Study

3:30 PM – 4:45 PM

Environmental Liabilities of Fiduciaries

4:45 PM – 5:30 PM

Environment Liabilities of Fiduciaries Case Study

Friday, November 5

1:00 PM – 2:00 PM

Investment Strategies for Inherited Wealth

2:00 PM – 2:45 PM

Investment Strategies for Inherited Wealth Case Study

3:00 PM – 3:45 PM

Alternative Investment Products

3:45 PM – 4:30 PM

Alternative Investment Products Case Study

Monday, November 8

1:00 PM – 2:00 PM

Asset Allocation and Diversification

2:00 PM – 2:45 PM

Asset Allocation and Diversification Case Study

3:00 PM – 4:30 PM

Advanced Trust Administration Topics: Making Complex Decisions

4:30 PM – 5:00 PM

Advanced Trust Administration Topics: Making Complex Decisions Case Study

Wednesday, November 10

1:00 PM – 2:00 PM

Importance of Proper Titling of Assets and Regular Titling Reviews

2:00 PM – 2:45 PM

Importance of Proper Titling of Assets and Regular Titling Review Case Study

3:00 PM – 4:30 PM

Ethical Topics in Trust Administration

4:30 PM – 5:00 PM

Ethical Topics in Trust Administration Case Study

Friday, November 12

1:00 PM - 2:15 PM

Understanding Generational, Gender and Cultural Characteristics in Managing Wealth

12:45 PM - 2:15 PM

Understanding Generational, Gender and Cultural Characteristics in Managing Wealth Case Study

3:00 PM - 4:30 PM

Capstone Case Study

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.