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eLearning Course Catalog
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AIB Overview
Trust Curriculum
Fiduciary Law
- ABA eLearning
Price: $160 members; $215
non-members
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Course Credits:
AIB: 0.25; ICB: 3.0 CTFA/FID; CFP: 3.0
Course Description: 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.
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.
Audience:
Trust Officers who have completed Building
Trust Expertise Level 1 and have at least two years experience in the trust
field working with trust clients and their families and/or advisors.
For further information
or team discount pricing, please call (212) 297-1679 or
elegg@nyba.com.
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