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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

2023 Schedule

We’re working on this event’s program. To see the types of topics you can expect, check out the 2022 program.

2022 Schedule

All times are in ET.

  • Mon, Mar 21

  • Wed, Mar 23

  • Fri, Mar 25

  • Mon, Mar 28

  • Wed, Mar 30

  • Fri, Apr 1

Mon, Mar 21

12:00 PM - 12:45 PM

Fiduciary Ethics

1:00 PM - 1:45 PM

Introduction to Fiduciary Risk Management 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)

Wed, Mar 23

12:00 PM - 2:45 PM

Gift Strategy and Taxation

3:00 PM - 5:00 PM

Planning for Retirement

5:00 PM - 5:30 PM

Assessment and Assessment Review (Breakout Groups)

Fri, Mar 25

12:00 PM - 12:45 PM

Economics & 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)

Mon, Mar 28

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)

Wed, Mar 30

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)

Fri, Apr 1

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.