Trust Examiner School eBook October 2025

Trust Examiner School Live Virtual October 21-30, 2025

Tuesday, October 21, 2025

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, October 22, 2025 Prior Day Review

1:00 pm – 1:10 pm 1:10 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 3:15 pm 3:15 pm – 4:00 pm 1:00 pm – 1:10 pm 1:10 pm – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 4:00 pm 1:00 pm – 1:45 pm 1:45 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 – 2:30 pm 2:30 pm – 2:45 pm 2:45 pm – 3:30 pm 3:30 pm – 4:00 pm 1:00 pm – 1:10 pm 1:10 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 Exercise

Account Administration

Thursday, October 23, 2025 Prior Day Review

Account Administration

Break

Account Administration

Tuesday, October 28, 2025

Account Administration Exercise

Asset Management

Break

Asset Management/Exercise

Wednesday, October 29, 2025

Asset Management (continued) Operations, Internal Controls & Audit

Break

Operations, Internal Controls & Audit Exercise

Conflicts of Interest

Thursday, October 30, 2025 Prior Day Review

Conflicts of Interest Exercise

Break

Earnings

Final Assessment & Wrap Up