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ABS Introduction

  • 11 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

The Accredited Beneficiary Stewardship Program (ABS) is a self-paced, online learning program and professional designation listed on FINRA for trust beneficiaries, their advisors, and trustees. Through a highly tailored education experience, students may either audit or complete the program’s comprehensive and rigorous fiduciary stewardship coursework Read More

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Introduction

  • First of Its Kind

  • Overview

ABS Program Highlights

  • Stewards are Made Not Born

Why the ABS was Created

  • Generational Wealth Transfer Trends

Who Should Take the Course

  • Beneficiaries of Meaningful Wealth

Online Education at its Finest

  • Designed for Today’s Learners

  • Learner Benefits

Who Developed the ABS?

  • Created by Industry Expert and Beneficiary

ABS Course Details

  • Course Structure and Requirements

  • Audit versus Designation

  • How to Get Started

The Accredited Beneficiary Stewardship Program (ABS) is a self-paced, online learning program and professional designation listed on FINRA for trust beneficiaries, their advisors, and trustees. Through a highly tailored education experience, students may either audit or complete the program’s comprehensive and rigorous fiduciary stewardship coursework. A learning path of 10 courses helps participants build a foundation of knowledge of being a beneficiary.

List of courses within the ABS Program:

  • ABS Introduction
  • Stewardship and Code of Conduct
  • Beneficiary Fundamentals
  • Trustee Basics
  • Personal Finance Fundamentals
  • Introduction to Estate Planning
  • Trust Fundamentals
  • Trust Administration & Working with Advisors
  • Foundations of Tax
  • Fundamentals of Trust Investments

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