New! Peak Trust Management Certificate
- Potential financial options available — Payment plan, scholarships and discounts including military, UD student/alum, 2 or more (group) and others.
- LEARN MORE — Join us January 14 for a virtual info session and instructor Q&A
Designed for any professional seeking a robust foundation of the knowledge required to work in the field of trust management, this program helps fulfill the growing demand for qualified professionals. Students will gain fundamental knowledge of trust law, fiduciary income taxation, individual income taxation, trust operations systems, trust compliance and trust investment management.
The course is intended for adult learners with prior formal education who are either looking to transition into the wealth management and trust administration field or seeking to advance their existing careers within the industry.
Upon completion of the program, students will be qualified to work as entry-level trust professionals anywhere in the U.S.
The development of this program was made possible by the generosity of the Peak Trust Company.
REGISTRATION AND PROGRAM DETAILS
- SCHEDULE — April 21–June 30, 2025, combination of live-online plus self-paced learning modules:
- Live-online virtual class sessions are scheduled noon-1 p.m. on the following Fridays (except for one Thursday), May 1 (Thursday), May 16, May 30, June 13, June 20, June 27.
- Self-paced modules contain online learning content presented in a flexible, interactive format, to be completed by participants on a self-paced basis.
- PRICE — $4,500. Payment plan, scholarships and discounts including military, UD student/alum/employee, 2 or more (group) and others may be available. (Only one discount or scholarship award can apply per registration.)
- CEUs — 3.0 CEUs (Continuing Education Units) or 30 contact hours
