Expert Training

To research trends and develop our course content, we tap into a diverse but carefully assembled group of experienced trust professionals, attorneys, accountants, tax planners, and other specialists.

As a result, we can provide up-to-date information from the front lines of wealth management and legal practice. You’ll gain practical recommendations that you can apply immediately to your everyday work and customer interactions.

Strategic relationships

Over our 60+ years of collective experience in business, we’ve established many rewarding associations with wealth management firms and education institutions like these:

Trust Examiners School

We also participate in the new Trust Examiners School offered by the Conference of State Bank Supervisors. This school is designed for new and inexperienced examiners, but other examiners or supervisory staff members who have not had formal training in conducting exams of trust departments and trust companies may find the curriculum beneficial. The course may also be useful to industry representatives who are responsible for trust compliance, trust operations, and management.

The Campbell Connection

The Fiduciary Education Center has its origins at Campbell University, the only university in the U.S. to offer both undergraduate and graduate degrees in trust and wealth management.