Certificate in Trust & Estate Planning

The Trust & Estate Planning program has been designed to provide financial advisors with the essential tools, frameworks and solutions to achieve their client’s long-term financial succession and preservation objectives. This program is designed for individuals who are interested to deepen their understanding of trust administration and wealth and estate planning, as well as individuals who are keen to pursue a career in these areas. This program will help a wealth advisor/ financial advisor to expand a his/her range of services to include estate planning and asset repositioning on for clients and provides and in-depth education on topics including wills, trusts, probates processes, estate planning and legal enforcement.