Who we are:
The Fiduciary Education Foundation was created out of a need to provide expert level continuing education to
trust, wealth management and investment professionals
Our Mission:
Our mission is to educate others on current best practices and industry advancements in the areas of trust, estates, market trends, fiduciary litigation and wealth planning or financial planning.
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Annual Conference:
This three-day event combines local and national speakers that present a variety of topics, designed to offer a high number of Continuing Education Credits for Certified Trust and Financial Advisors (CTFA) and Certified Financial Planners (CFP®). It is an opportunity to network and learn from others in the industry. We provide participants with access to our conference sponsors and exhibitors on a one-on-one basis.