The Fiduciary Institute's 2024 Training Course Open for Registration

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The Fiduciary Institute has opened registration for its 2024 training course designed to educate and empower the next generation of fiduciary wealth management professionals.

Faculty from the institute will offer six classes remotely over 14 weeks, starting June 25. The deadline to sign up is June 21, but registration will close when the cap of 24 participants is reached. Financial industry professionals can get more information and request registration via [email protected].

The course, “Making the Future of Financial Planning,” is tailored for “the next generation of financial planning leaders.” It is taught by veteran planning leaders and subject matter experts who will provide the knowledge and insights young planners need to think strategically to advance their capabilities and careers.

Students will attend and complete work in teams, with teams being evaluated based on submission of a review paper. Authors of successful papers will receive a course certificate. Classes will include readings, provided by faculty, and will facilitate discussion of the faculty presentations and readings.

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