Highlighting recent court cases and lessons to be learned. Court cases and settlements are very educational. A key part of fiduciary practices is due diligence under the circumstances then prevailing. Court cases give us insight on how judges review other fiduciaries.
Friendly Reminder: Please complete the short survey after each module to receive a copy of your certificate that documents completion of the training. Each certificate of completion will automatically be saved under the “My Certificates” link located on your home page of the Fiduciary Academy LMS and can be viewed or downloaded on demand as needed.