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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

2022 Schedule

All times are in ET.

  • Mon, Oct 17

  • Tues, Oct 18

  • Wed, Oct 19

  • Thurs, Oct 20

  • Fri, Oct 21

Mon, Oct 17

7:00 AM - 8:30 AM

Breakfast and Registration

8:30 AM - 10:00 AM

Client Engagement and Emotional Intelligence

10:15 AM - 12:15 PM

Trust Fundamentals

12:00 PM - 1:12 PM

Lunch

1:15 PM - 3:30 PM

Discretionary Distributions

3:45 PM - 5:30 PM

Integrated Planning and Advice

5:30 PM - 6:30 PM

Welcome Reception





Tues, Oct 18

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 11:30 AM

Gift and Estate Tax Planning

11:30 AM - 12:45 PM

Lunch

12:45 PM - 1:45 PM

Fiduciary Ethics

2:00 PM - 3:00 PM

Tax: Individual Income Tax

3:45 PM - 5:15 PM

Qualified Retirement Plans







Wed, Oct 19

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 10:30 AM

Planning for Retirement

10:45 AM - 12:30 PM

Economics & Markets

12:30 PM - 1:45 PM

Lunch

1:45 PM - 3:15 PM

Behavioral Finance

3:30 PM - 5:00 PM

Investment Policy




Thurs, Oct 20

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 10:00 AM

Asset Allocation and Diversification

10:15 AM - 11:45 AM

Estate and Probate Administration

11:45 AM - 1:00 PM

Lunch

1:00 PM - 2:45 PM

Account Acceptance and Termination

3:00 PM - 4:30 PM

Introduction to Fiduciary Risk Management and Compliance

6:00 PM - 9:00 PM

Closing Celebration






Fri, Oct 21

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 9:15 AM

Fiduciary Compliance

9:30 AM - 10:45 AM

Applying Fiduciary Principles and Ethics

10:45 AM - 11:00 AM

School Wrap-up and Adjourn




Keep Me Informed

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