This course provides participants with a working knowledge of financial planning topics.

   Audience: Trust professionals looking for a big picture view of financial planning concepts. This course is appropriate for trust officers who already have achieved a basic knowledge and expertise in the trust field.

    Learning Objectives

   At the conclusion of the program participants will be able to:

• Understand the scope of financial planning
• Interpret the different measurements of value used in financial planning
• Construct a Balance Sheet and a Cash Flow Statement
• Complete a Profile Form on a trust client
• Assess client’s financial situation to:
  • Identify needs and objectives
  • Determine major financial planning issues
• Assist clients in making appropriate financial decisions
• Use financial planning tools to identify and develop new business

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)

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