63 Learning
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Program Outline
Elective
Fundamentals of Trust Investments
The Fundamentals of Trust Investments course increases learners’ understanding of how a trust is invested in common practices, typical asset classes, and basic investment concepts such as compounding, portfolio construction, and time horizons. Investment goals and strategy, the investment process, and different approaches to investing are explored as well as investment governance associated with a trust and how to interpret investment statements. The course concludes with a useful investment case study that ties in the broader concepts of estate planning, financial planning, and wealth transfer in earlier lessons.
At the end of this course, participants will understand:
- How a trust is invested – common practices for investing a trust
- Common asset classes and investment considerations
- Concepts such as compounding, portfolio construction, time horizons, and risk and return
- Investment goals and strategies and the investment process for a trust
- Investment governance
- How to interpret investment statements
- A real-life case study related to trust investing
Pricing
$630/month
63 Individual
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$6,300/month
63 Group
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English. Many desktop publishing packages and web page editors now use Lorem Ipsum as their default model text, and a search for 'lorem ipsum' will uncover many web sites still in their infancy. Various versions have evolved over the years, sometimes by accident, sometimes on purpose (injected humour and the like).
- 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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