Trust Examiner School eBook

Trust Examiner School Live Virtual September 24 – October 3, 2024

Tuesday, September 24, 2024

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 25, 2024 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 Account Administration

Thursday, September 26, 2024 Prior Day Review

Account Administration

Break

Account Administration

Tuesday, October 1, 2024

Account Administration Exercise

Asset Management

Break

Asset Management

Wednesday, October 2, 2024 Asset Management

Operations, Internal Controls & Audit

Break

Operations, Internal Controls & Audit Exercise

Conflicts of Interest

Thursday, October 3, 2024 Prior Day Review

Conflicts of Interest

Break

Earnings

Final Assessment & Wrap Up