Content
4 modules
Instructor
Brianne Weymouth
Description
This educational briefing will provide you with the following information:
- Define the role and function of a fiduciary
- Outline the four central duties of a fiduciary
- Describe who and who is not a fiduciary
You will come away with a broader knowledge of the fiduciary and their role in overseeing the assets of others.
1.
What is a Fiduciary?
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2.
Who is a Fiduciary
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3.
Fiduciary Knowlege Check
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4.
Recommendations for Fiduciary Conduct
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