Fundamentals of Trust Investments - Course 3

Course 3 of Fundamentals of Trust Investments progresses through a real-life case study and provides insights to how trust investing may have different guidelines and parameters than a simple brokerage or investment account. The lesson applies the insights learned from investment basics in Course 1 and the process, approach, and governance to investing covered in Course 2. The final Course provides a useful investment case study that also ties in the broader estate planning, financial planning, and wealth transfer concepts covered in earlier lessons.