View the course outline for the 10 courses and 26 modules included in the Accredited Beneficiary Stewardship program.

  • Stewardship
  • Beneficiary Fundamentals
  • Trustee Basics
  • Introduction to Estate Planning
  • Trust Fundamentals
  • Foundations of Tax
  • Personal Finance Fundamentals
  • Trust Administration Fundamentals
  • Working with Advisors
  • Investment Fundamentals