Introduction to Trusts eLearning Module

The Introduction to Trusts course is a essential program designed to give financial professionals a clear and practical understanding of trust structures and their pivotal role in wealth management, succession planning, and fiduciary services. This course is tailored for those entering the trust industry or supporting trust-related functions, providing a robust baseline of knowledge necessary for working effectively in regulated environments.

Through a structured and engaging digital experience, participants will gain insight into the nature of trusts, the key parties involved, different trust types across jurisdictions, and the regulatory and administrative framework underpinning modern trust management.

3-hour

All staff

Multi-specific

3-hours CPD

By the end of this course, participants will be able to:

• Explain the nature and purpose of trusts and their role in wealth management, estate planning, and asset protection

• Identify the key parties in a trust and outline their roles, duties, and responsibilities

• Compare different types of trusts across jurisdictions and understand their common applications

• Summarize the processes and considerations involved in establishing, managing, and administering a trust

• Recognize the regulatory, compliance, and taxation framework governing trusts in modern financial environments

• Evaluate common challenges in trust structures and suggest practical approaches to resolving them

Pricing

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