Trust Examiner School eBook

Trust Examiner School Live Virtual February 18-27, 2025

Tuesday, February 18, 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, February 19, 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, February 20, 2025 Prior Day Review

Account Administration

Break

Account Administration

Tuesday, February 25, 2025

Account Administration Exercise

Asset Management

Break

Asset Management/Exercise

Wednesday, February 26, 2025

Asset Management (continued) Operations, Internal Controls & Audit

Break

Operations, Internal Controls & Audit Exercise

Conflicts of Interest

Thursday, February 27, 2025 Prior Day Review

Conflicts of Interest Exercise

Break

Earnings

Final Assessment & Wrap Up