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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™.

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.

Master the intricacies of managing charitable foundations. Cover relevant laws, governance, charitable giving strategies, taxation, and sustainable investing. Gain practical insights through case studies and industry best practices.

Enhance your expertise in Special Needs Trusts. Focus on beneficiary care, government program benefits, taxation, guardianship, and social security to ensure optimal long-term protection and service quality for clients.

Develop essential skills for engaging in productive trust conversations that lead to growth. Learn techniques for sourcing prospects, managing relationships, and building respect in the trust industry through effective communication.