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A Provider of AIB Products Fiduciary Law |
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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. 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 successfully completing this program, you 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 Course Credits: AIB: 0 ; ICB: 7.75 (CTFA/FID) ; CFP: 3.5 Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160 • NonMembers $215  Forms Page ... Registration ... Requests ... WithdrawalPBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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