Fiduciary Law
Fiduciary Law presents key regulations and rules that govern trusts and estates, including federal laws and model acts being adopted by different states. It covers the duties and powers of a trustee, as well as investment standards and duties. The prudent man/person rule, prudent investor rule, and Uniform Principal and Income Act are also discussed.
| Price | $215 Nonmembers / $160 Members |
| Course Credits | AIB: 0 ; ICB: 7.75 (CTFA/FID) ; CFP: 3.5 |
| Prerequisites | None |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
This course is appropriate for Trust Officers who have already achieved a basic level of knowledge and expertise in the trust field.
Learning Objectives
After completing this course, students will be able to:
- Explain the sources of governance for institutional trustees
- Identify federal laws that affect trusts and explain their impact
- Describe key duties, powers, and liabilities of trustees
- Explain the prudent investor standard of conduct under the prudent man/person and prudent investor rules, and describe the general investment duties of fiduciaries
- Explain key provisions of the Principal and Income Act
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.