Investing Fundamentals - Module 3

Module 3 of Investing Fundamentals progresses through a real-life case study and provides insights into how trust investing may have different guidelines and parameters than a simple brokerage or investment account. The module applies the insights learned from investment basics in Module 1 and the process, approach, and governance to investing covered in Module 2. The final Module provides a useful investment case study that also ties in the broader estate planning, financial planning, and wealth transfer concepts covered in earlier lessons.