Certified Trust Funding Specialist Curriculum
Master the skills needed for trust funding specialization. Complete this video-based curriculum to earn your certification and enhance your career opportunities.
Module 1 The Implementation Crisis
Module 1 Quiz
Estate Planning Foundations
Module 2 Quiz
The Legal Boundary
Module 3 Quiz
The Client Conversation
Module 4 Quiz
Estate Discovery & Data Collection
Module 5 Quiz
Working With Counsel
Module 6 Quiz