Personal Trust – Business Development*
Refine your wealth management know-how. Learn to assess the trust and estate needs of your clients and offer suitable trust and estate products and services to protect their wealth. Solidify client relationships by sharing common will interpretation problems, the powers and responsibilities of executors and corporate trustees and the advantages of using their services.
Your Route
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Two years industry experience |
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STI™ (Specialist, Trust Institute) Diploma |
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* Note: As of January 31, 2010, some of these courses have been changed to align with the new Personal Financial Planning Program courses now available. If you were in the process of earning this diploma, and have taken either Fundamentals of Personal Finance (0700) and /or Risk Management and Estate Planning (0740) your course will be recognized as follows: The French path remains unchanged. |