Duties of a Trustee
Price: $ 60.00 (USD)
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You will receive 1 credit (CE) upon completion of this course.
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Course Description
Designed for banking professionals seeking to service the high net-worth market, this course explains the specific characteristics of trusts and the objectives that trusts can accomplish for high-net-worth individuals. It also explores the various types of trusts and their particular applications, concluding with the duties of a trustee.
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Course Outline
- Duties and responsibilities of the trustee
- Trustee investments
- The Prudent Man Rule versus the Prudent Investor Rule
- Trust accountings
- Formal and informal settlements
- Events precipitating accountings
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- Trustee investments
- The Prudent Man Rule versus the Prudent Investor Rule
- Trust accountings
- Formal and informal settlements
- Events precipitating accountings
More Information
| Language | English |
| Course Length | 1.00 hours |
| Duration of Access | 91 Days |
| Continuing Education Credits | 1 |
| Instructor | Self Study |
| Vendor | New York Institute of Finance |
| Course Certification | Certificate of completion with NASBA CPE Credits |
| Prerequisites/Audience | Designed for banking professionals seeking to service the high net-worth market |
| Requirements/Materials Included | none |
Price: $ 60.00 (USD)
Add to Cart