Our latest offerings

Fiduciary Education Center programs provide comprehensive continuing education and training – for both managers and customer-focused staff – in the rapidly changing field of wealth management and legal services.

Practical everyday value

If you supervise staff, making FEC training available to your employees ensures they’re well informed on current fiduciary practice and compliance policies, helping you to decrease your organizational risk. You’ll find our courses to be reasonably priced for your budget given their long-term value.

Staff also can gain professional certifications and advance their expertise, which enhances their value to your organization. FEC courses are ideal preparation for exams, including those for Accredited Trust Financial Advisor (ATFA), and Accredited Trust Operations Professional (ATOP).

Enhanced competence and confidence

If you have frontline employees who interact with customers, they’ll gain knowledge and confidence to serve clients and represent your institution. FEC’s courses are ideal for your staff’s professional development.

FEC training also is worthwhile for tax planners, accountants, lawyers, and other outside specialists who work closely with banks, investment firms, brokerages, and insurance companies.

Flexible scheduling – tailored to your needs

All seminars and workshops are interactive, so attendees can ask questions and contribute to the discussion. Our training sessions can be offered in the setting of your choice: a new employee orientation, certification preparation class, workplace “lunch and learn”, off-site workshop, or ordinary conference.

How to get the right person with the right skill sets

Statistically it is said that our industry will lose a great deal of talent in the next 5 years to retirement. Let us help you train those with less experience that will be replacing your retirees.