Beneficiary Fundamentals - Module 2
Beneficiary Fundamentals Module 2 focuses on the beneficiary and trustee relationships, including how the relationship evolves over time from the beneficiary’s childhood to adulthood. The types and nature of the fiduciary relationship are also explored. At the end of the course, learning checks challenge the student on their knowledge gained of the trustee/beneficiary relationship.
Estimated Completion Time: 42 minutes
Featured Resources:
Videos
- Podcast with Susan Schoenfeld entitled "Tips for Raising Successful Children of Wealth."
Articles/Books
- Raising Financially Fit Kids by Joline Godfrey
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1-2 months with approximately 10-15 hours per week of study. If you put in more hours per week, you will finish sooner than the predicted 1-2 months
