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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.

Over a two-week period, 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

Schedule

All times are in ET.

  • Monday, September 13

  • Wednesday, September 15

  • Friday, September 17

  • Monday, September 20

  • Wednesday, September 22

  • Friday, September 24

Monday, September 13

12:00 PM - 12:45 PM

Fiduciary Ethics

1:00 PM - 1:45 PM

Introduction to Fiduciary Risk and Compliance

1:45 PM - 2:15 PM

Assessment and Assessment Review (Breakout Groups)

2:30 PM - 4:00 PM

Integrated Planning and Advice

4:00 PM - 4:30 PM

Assessment and Assessment Review (Breakout Groups)

Wednesday, September 15

12:00 PM - 12:45 PM

Gift Strategy and Taxation

3:00 PM - 5:00 PM

Estate and Gifting Strategy and Taxation

5:00 PM - 5:30 PM

Assessment and Assessment Review (Breakout Groups)

Friday, September 17

12:00 PM - 12:45 PM

Economics and Markets

1:30 PM - 2:00 PM

Assessment and Assessment Review (Breakout Groups)

2:15 PM - 3:45 PM

Asset Allocation and Diversification

3:45 PM - 4:15 PM

Assessment and Assessment Review (Breakout Groups)

Monday, September 20

12:00 PM - 1:00 PM

Investment Policy

1:00 PM - 1:30 PM

Assessment and Assessment Review (Breakout Groups)

1:45 PM - 2:45 PM

Behavioral Finance

2:45 PM - 3:15 PM

Assessment and Assessment Review (Breakout Groups)

3:30 PM - 4:30 PM

Trust Fundamentals

4:30 PM - 5:00 PM

Assessment and Assessment Review (Breakout Groups)

Wednesday, September 22

12:00 PM - 1:00 PM

Account Acceptance and Termination

1:00 PM - 1:30 PM

Discretionary Distributions

1:45 PM - 2:45 PM

Assessment and Assessment Review (Breakout Groups)

4:15 PM - 5:15 PM

Fiduciary Compliance

5:15 PM - 5:45 PM

Assessment and Assessment Review (Breakout Groups)

Friday, September 24

12:00 PM - 12:45 PM

Applying Fiduciary Principles and Ethics

12:45 PM - 1:15 PM

Assessment and Assessment Review (Breakout Groups)

1:30 PM - 3:00 PM

Effective Client Engagement/Emotional Intelligence

3:00 PM - 3:30 PM

Assessment and Assessment Review (Breakout Groups)

Keep Me Informed

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