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

Todd Category

Elective

63 Test Course 2

details

Elective

Trust Center

Welcome to our Trust Center.
Our goal is to create a trusted and secure platform, and your trust is at the core of everything we do. Our products, policies, processes, and systems are designed to protect you, your rights, and your data. Use this Trust Center to learn about our security and related policies.

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Pricing

Monthly One Time

$63/month

63 Individual

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).

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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).

Choose Plan

$630

63 Individual

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).

Choose Plan

$63,000

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).

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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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