Explore the Catalog

Gain a solid foundation in trust and estate principles. Learn key terminology, basic legal concepts, common trust services, and essential planning instruments. Explore operational rules and core fiduciary responsibilities through practical examples. An ideal starting point for those new to the trust profession or seeking to refresh their fundamental knowledge.

Begin your foundational journey in trust administration. Explore essential concepts of trust business, property law, fiduciary taxation, estate and gift taxation, investments, and trust types. Ideal for new professionals or as the first step towards advanced trust education. For those interested in obtaining the CTFA™ certification, this is the first step toward it.

Build upon your trust knowledge with more advanced concepts. Delve into retirement plans, complex tax strategies, distribution mechanisms, and investment management. Designed for professionals with a solid foundation, expanding on Trust School I principles.

Complete your comprehensive trust education journey. Bring together and apply advanced knowledge in trust and financial advising. Cover complex gift and estate tax issues, key laws, personal income tax, finance, insurance, and investment performance. Prepare for senior roles or industry certifications like the CTFA™.

Gain comprehensive knowledge of trust laws and regulations through hands-on learning. Explore trust documents, taxation, grantor trust rules, and complex issues via case studies and practical examples. Perfect for professionals seeking a robust understanding of trust tax principles.

The 13 Wealth Management Issues and Conversation e-Learning course is designed to provide an organizational framework for a systematic set of conversations between Advisors and their affluent and high Net-Worth clients. 

When you enroll in CWS®, you'll gain automatic access to the 13 Wealth Management Issues—no separate enrollment required.

Enhance your expertise with our specialized Accredited Investment Fiduciary® (AIF®) curriculum. We uniquely extend this program, originally designed for licensed investment advisors, to include essential components for trust and fiduciary professionals. Master prudent investment practices, fiduciary responsibility, strategy development, due diligence, and performance monitoring. Prepare for the AIF® designation while broadening your skills across diverse financial service roles.

Stay at the forefront of the trust industry with this dynamic, current-events driven course. Content is continually refreshed to address pressing issues and latest developments in trust management. Topics commonly include areas of tax law, case law, investment management, ethics, and other timely issues critical for trust professionals.

Optimize insurance discussions by shifting from risk-focus to opportunity-orientation. Refine conversational skills to introduce risk management naturally. Perfect for advisors looking to expand their service offerings and increase revenue through insurance solutions.

Elevate your practice by becoming a Behavioral Coach and bridging the "behavior gap" in investing. Learn to identify investor biases, apply behavioral finance to asset allocation, and enhance client decision-making. Ideal for advisors seeking to differentiate their practice and increase client satisfaction.

Develop essential competencies for serving High-Net-Worth clients effectively and profitably. Enhance business routines, client interaction skills, and technical wealth management knowledge. First step towards the CWS® designation, focusing on mastery and business growth.

Advance your High-Net-Worth client service skills. Refine clear, empathetic communication techniques to guide clients through complex decisions. Explore effective discussion strategies and real-world case studies. Build on CWS® I to further your progress towards the CWS® designation.