The Fiduciary Education Center was established in 2002 by fiduciary experts Becky Kelly and Roger Pond. Having originally met as bank trust colleagues, all of us have worked in trust and financial services for over 40 years. Our combined 100+ years of experience enables us to fully understand your company’s training needs.
In 2008, we wrote a comprehensive guide that provided trust departments with a step-by-step process on how to prepare for a risk management examination. Although the book is no longer in print, we have incorporated the content of the guide into our various training programs.
We develop our own course curricula and personally conduct all FEC training programs. We also coordinate our various resources and outreach efforts, including forming strategic relationships with both wealth management and legal professionals and their firms.