Training Programs: Topic Overview

NEW — HOW TO SURVIVE A TRUST AUDIT
Taught from an insider’s view to a trust department

FEC training courses are highly customizable. We can adjust the content and/or length of any session to suit your business needs. We also can develop new courses tailored to your unique organization, covering the topics and issues that you request.

Multiple Benefits

Our programs are beneficial for wealth management and legal professionals and organizations in many different ways:

Advanced technical fiduciary training
Career development and certification
Regulatory compliance and risk management
Succession planning and cross-training
Ethical practices and client relationships

Professionals with any degree of fiduciary responsibility – from executives and senior managers to frontline staff – will find our courses valuable.

Training topics

Our courses and seminars cover key fiduciary issues and practices. They also prepare wealth management professionals for the CTFA (Certified Trust and Financial Advisor), ATFA (Accredited Trust and Financial Advisor), and ATOP (Accredited Trust Operation Professional) certification exams.

Topics addressed in FEC sessions include:

Trust and securities law
Tax and estate planning
Investment management
Account administration
Retirement plans
Employee benefits
Charitable giving

Seminars and Workshops

All seminars and workshops are interactive, so attendees can ask questions and contribute to the discussion. Our training sessions can be offered in the setting of your choice: a new employee orientation, certification preparation class, workplace “lunch and learn”, off-site workshop, or ordinary conference.