Financial Planning, Administration, and Investing Program

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.