Intermediate Trustee Skills - Beneficiary, Trust, and Investing Fundamentals
You’re applying trustee concepts and building confidence. Now is the time to enhance your skills in governance, beneficiary communication, and investment oversight.
What will be different after this learning plan:
You’ll be able to apply trust governance concepts in your decisions, analyze and engage with beneficiary needs, and begin evaluating investments and advisor recommendations with greater confidence.
Recommended Learning Plan
✅ Beneficiary Fundamentals — Strengthen your understanding of the beneficiary’s perspective and build effective communication and education strategies.
✅ Trust Fundamentals — Deepen your knowledge of trust governance and apply concepts through real-world case studies.
✅ Investing Fundamentals — Advance your expertise in investment governance, policy development, and assessing portfolio performance.
Suggested timeline: 3 months of self-paced learning to build confidence in complex trustee decisions and beneficiary engagement.
Program Outline
Beneficiary Fundamentals
This course covers what it means to be the beneficiary of a trust or significant wealth, starting with the importance of a settlors’ goals, motivations, and intentions for passing along wealth. The content reviews the four “M’s” that inspire beneficiaries to be stewards of wealth – not just recipients – and how a beneficiary’s relationship to trustees changes from childhood to adulthood. After establishing the foundation of beneficial ownership, the course delves into a beneficiary’s duties and responsibilities. Finally, the course concepts are blended into an interactive case study that features settlors and beneficiaries’ perspectives.
Trust Fundamentals
Trust Fundamentals dives deeply into trust structures, starting with the history of trusts to the role trusts play in complex estate plans. This course highlights living trusts, irrevocable trusts, charitable/philanthropic trusts, dynasty trusts, and the role that trusts play when wills and power of attorney are present.
Investing Fundamentals
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.
Pricing
$3,250
- 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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