AVAILABLE FOR CONFERENCE SPEAKING ENGAGEMENTS

We know you want as many of your clients and prospects as possible to attend your annual conference. In addition to having the opportunity to highlight your services and share ideas and best practices among peers, an additional benefit would be to receive Continuing Education credits. We would love the opportunity to help you with that.

AVAILABLE FOR FIDUCIARY RISK ASSESSMENTS

Fiduciary Education Center will assist your group in evaluating the business risk inherent in the Trust business. We focus on your processes and policies currently in place and make recommendations. In addition, if necessary, we can bring your policy manual up to date.


SOME OF THE PROGRAMS/SERVICES WE OFFER:

  • Trust 101 or introduction to Trusts
  • Advanced technical fiduciary training
  • How to Survive a Trust Audit
  • Regulatory compliance and risk management
  • Board Training for Fiduciary 
  • Updating your Trust Policy Manual
  • Consultation regarding creating a trust department/trust company
  • Individualized programs to suit your training needs


ADDITIONALLY, WE TRAIN AND PROVIDE THE FOLLOWING CERTIFICATIONS:

  • ATOP—Accredited Trust Operations Professional
  • ATFA—Accredited Trust and Financial Advisor

Programs