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Curriculum | Wealth and Trust School Level 1

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The Wealth and Trust School Level 1 offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of wealth management professionals, including prominent bankers, attorneys, and industry experts. In addition, participants have the opportunity to build a nationwide network of peers and industry leaders—a vital resource for years to come.

During the week-long course, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

  • Account Administration
  • Fiduciary Law
  • Tax & Estate Planning
  • Investment Management

2023 Schedule

All times are in ET.

  • Tues, April 25

  • Wed, April 26

  • Thurs, April 27

  • Tues, May 2

  • Wed, May 3

  • Thurs, May 4

Tues, April 25

10:30 AM – 11:00 AM

Introductions and Overview

11:00 AM – 1:00 PM

Client Engagement and Emotional Intelligence

1:00 PM – 1:45 PM

Lunch Break

1:45 PM – 3:15 PM

Trust Fundamentals

3:15 PM – 3:30 PM

Break

3:30 PM – 4:30 PM

Fiduciary Compliance


Wed, April 26

10:30 AM – 11:45 AM

Introduction to Fiduciary Risk Management and Compliance

11:45 AM – 12:30 PM

Lunch Break

12:30 PM – 2:30 PM

Integrated Planning and Advice

2:30 PM – 2:35 PM 

Break

2:45 PM – 4:15 PM

Behavioral Finance


Thurs, April 27

10:30 AM – 1:15 PM

Gift and Estate Tax and Planning

1:15 PM – 2:00 PM

Lunch Break

2:00 PM – 4:30 PM

Planning for Retirement


Tues, May 2

10:30 AM – 12:30 PM

Economics & Markets

12:30 PM – 1:15 PM

Lunch Break

1:15 PM – 3:15 PM

Asset Allocation and Diversification


Wed, May 3

10:30 AM – 12:00 PM

Investment Policy

12:00 PM – 12:45 PM

Lunch Break

12:45 PM – 2:45 PM

Account Acceptance and Termination


Thurs, May 4

10:30 AM – 12:30 PM

Discretionary Distributions

12:30 PM – 1:15 PM

Lunch Break

1:15 PM – 2:30 PM

Applying Fiduciary Principles and Ethics

2:30 PM – 2:45 PM

Break

2:45 PM – 3:30 PM

Fiduciary Ethics

3:30 PM – 3:40 PM

Wrap-up/Adjourn

Keep Me Informed

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