Financial Planning, Administration, and Investing Program
This program is comprised of four courses and introduces personal finance, budgeting, trust administration, trust investing, and how to work with advisors.
Personal Finance Fundamentals
Personal Finance Fundamentals covers the basics of practical financial skills starting with financial planning, risk management, and personal budgeting. The course moves on to corporate financial statements and builds up to analyzing key performance measures and ratios. This course also covers how to read core financial statements including a balance sheet, cashflow statement, and income statement. Finally, learners will apply knowledge through an in-depth case study that encourages critical thinking and problem-solving to make complex financial decisions.
Trust Administration Fundamentals
The Trust Administration course defines the role of trust administrators and reviews the ethical and fiduciary responsibilities that a trustee assumes. The coursework outlines four responsibilities to properly administering a trust and expands on the administrative functions that are required of a trustee, including monitoring trust investments and reporting. The course also highlights the role and responsibilities of the trust beneficiary.
Working with Advisors
Working with Advisors lays the groundwork for beneficiaries to have positive working relationships with advisors. The content reviews communication, hiring, compensation, and onboarding as well as transitioning to a new advisor or terminating an advisor relationship. The course ties relevant concepts into an animated case study that demonstrates the importance of working with advisors proactively.
Investing Fundamentals outlines asset types and classes and considers how a trust portfolio can be constructed to meet specific financial goals. The coursework delves into investment governance including the components of an investment policy statement and how to read and understand investment statements and assess performance. Finally, the course culminates in a case study that applies the lessons and concepts learned in this course as well as tying in estate planning, financial planning, and wealth transfer.
Individual: 1 User
- Access to 4 Courses
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 2 Years
Group Pricing Available
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Pace with Group or Individually
- Total Privacy
- Additional Features
- Track Progress of Group
- Share Notes, Questions, & Thoughts
- Document Storage
- Contact Us for payment options
This learning program is ideal for the adult who is interested in finance, planning, investing, and understanding how trusts are administered. The concepts covered are universal to beneficiaries in North America to those residing internationally. The courses are delivered in English, and there is no assumption that a beneficiary has knowledge about the family’s wealth or trust(s), nor has experience directly investing.
This program is ideal for those recently coming of age, those who are learning more about the family’s investments, how their wealth is administered, working with advisors and planning for the future. The learner will benefit from the applied nature of the content to start and enhance their relationship with their investment advisors and other parties to the trust. The course provides sample financial reports, tax forms, and helps dissect how to read investment statements.
- 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
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