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Estate and Trust Asset Management (ETM)

Learn how unique assets can challenge trust specialists

Estates holding unique assets can test the business and legal acumen of an estate and trust professional. Whether an estate holds an operating business, a farm or foreign assets, the learning curve may be high for even the most seasoned professional. They must understand the rules for trustee investments, estate management, and the responsibilities of executors and trustees.

Introducing the NEW Estate and Trust Asset Management (ETM) course

The NEW ETM course provides advanced professionals in the estate and trust divisions of banks with the skills to handle diverse clients with complex holdings. This is also one of the required courses for the MTI® Estate and Trust Professional designation.

Who Should Enrol

The ETM course is designed for advance-level estate and trust professionals. Trust or tax officers and estate planners in financial services would find this useful, especially those who are advancing their careers by earning their MTI® Estate and Trust Professional designation. This course may be a mandatory requirement at some firms and it can also be tailored for any corporate training program.

Course leads to the following credential: