In This Section
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:
We’re working on this school’s Fall 2024 program. To see the types of session you can expect, check out the Spring 2024 program.
Tues, Apr 23
11:00 AM – 1:15 PM | Trust Administration Fundamentals |
1:30 PM – 3:00 PM | Introduction to Fiduciary Risk Management and Compliance |
3:15 PM – 4:15 PM | Individual Income Tax |
Wed, Apr 24
11:00 AM – 2:00 PM | Gift and Estate Tax Planning |
2:15 PM – 5:00 PM | Planning for Retirement |
Thur, Apr 25
11:00 AM – 1:00 PM | Integrated Planning and Advice |
1:15 PM – 3:15 PM | Estate and Probate Administration |
3:30 PM – 4:15 PM | Fiduciary Ethics |
Tues, Apr 30
11:00 AM – 1:00 PM | Discretionary Distributions |
1:15 PM – 3:45 PM | Account Acceptance and Termination |
Wed, May 1
11:00 AM – 12:30 PM | Behavioral Finance |
12:45 PM – 2:15 PM | Investment Policy |
2:30 PM – 4:30 PM | Economics & Markets |
Thur, May 2
11:00 AM – 12:45 PM | Asset Allocation and Diversification |
1:00 PM – 3:00 PM | Client Engagement and Emotional Intelligence |
3:15 PM – 4:30 PM | Relationship Management |
4:30 PM – 4:45 PM | School Wrap-up |
Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.