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The training program is designed to empower Trust Officers to make informed decisions on behalf of your Community for now and the seven generations yet unborn.
Learning Objectives
- Identify the key elements, parties and purposes of Aboriginal Trusts
- Understand different types of Trusts and Trust agreements; identify common frameworks for Trusts
- Identify the duties of a Trustee and the role a Trustee plays
- Better understand important investment concepts; how to select an investment advisor
- Identify what reasonable Trust expenses; strategies for controlling them
- Understand the importance of meetings and the process for recording meeting minutes
- Understand important skills related to accounting used for Trusts and the purpose of account statements
- Identify and understand key trust records, as well as the purpose and importance of reporting
We are pleased to announce Scholarship is available upon approval
For details or to register: NATOA.CA
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COURSE OUTLINE
OBJECTIVES
The program consists of eight modules, followed by a comprehensive case study that will incorporate key points and skills learned throughout the program:
- Trust Overview
- Typical Trust Frameworks
- Duties and Powers of Trustees
- Trust Investment
- Trust Expenses
- Trustee Meetings
- Accounts of Trustees
- Trust Reporting
*Comprehensive Case Study
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