Beneficiary Fundamentals - Module 2
Beneficiary Fundamentals Module 2 focuses on the beneficiary and trustee relationships, including how the relationship evolves 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 students' knowledge of the trustee/beneficiary relationship.
Estimated Completion Time: 58 minutes
Featured Resources:
Articles/Books
- Raising Financially Fit Kids by Joline Godfrey
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- 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
