Code 23 – Fiduciary and Trust Course: From Theory to Practice
About This Course
Introduction
This course offers an overview of fiduciaries and trusts, ranging from theory to practice. The relevant legislation governing both trusts and fiduciaries is outlined, providing an essential legal framework for understanding these institutions. The course then explores the reasons and practical uses for using a fiduciary or trust.
Structure
The course lasts approximately three hours. The course includes significant hands-on learning with the practical analysis of real-world cases, proposed by the students themselves, which are then analyzed and discussed in plenary sessions or through exercises led by the instructor. Each training course awards two training credits, required for the renewal of the school's certifications (AMLACERT, KYCACERT, RCACERT, WSACERT) and the CAMS certification.