Pension Trust

This course is designed to provide individuals with an overview of Pension Trust.

Learners are exposed to the roles and responsibilities of a trustee as a fiduciary and investment manager.

In this lesson you will learn:

  • The roles and responsibilities a trustee may have.
  • The most common types of investment portfolios.
  • The importance of hiring a professional investment manager.
  • How a trustee may or may not be responsible for investing the funds, depending on the type of trust account.

This course has been approved for continuing education credits from the Institute of Certified Bankers(ICB). Certifications

Like what you see? Enroll Now and begin the Pension Trust eLearning course today!

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