Trust Examiner School - September 2023

Trust Examiner School Live Virtual September 19 – 28, 2023

Tuesday, September 19, 2023

Introduction & Pre-Course Review

1:00 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 4:00 pm

Break

Introduction (continued)

Wednesday, September 20, 2023 Prior Class Review

1:00 pm – 1:15 pm 1:15 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 3:30 pm 3:30 pm – 4:00 pm 1:00 pm – 1:15 pm 1:15 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 4:00 pm 1:00 pm – 1:30 pm 1:30 pm – 2:45 pm 2:45 pm – 3:00 pm 3:00 pm – 4:00 pm 1:00 pm – 1:15 pm 1:15 pm – 2:15 pm 2:15 pm – 2:30 pm 2:30 pm – 3:00 pm 3:00 pm – 4:00 pm 1:00 pm – 1:15 pm 1:15 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 3:45 pm 3:45 pm – 4:00 pm

Supervision & Organization

Break

Supervision & Organization

Operations, Internal Controls & Audit

Thursday, September 21, 2023 Prior Class Review

Operations, Internal Controls & Audit

Break

Asset Management

Tuesday, September 26, 2023 Prior Class Review

Asset Management

Break

Account Administration

Wednesday, September 27, 2023 Prior Class Review

Account Administration

Break

Account Administration Conflicts of Interest

Thursday, September 28, 2023 Prior Class Review

Conflicts of Interest

Break

Earnings

Final Assessment