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Curriculum | Advanced Wealth and Trust School


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
  • Advanced investment strategies
  • Complex administration topics and
  • Navigating the dynamic nature of clients’ financial needs in context of generational, gender and cultural characteristics


We’re working on this event’s program. Check back soon, and mark your calendar in the meantime to attend.

Keep Me Informed

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