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Apr 18, 2024
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NSU Catalog 2021-2022 [ARCHIVED CATALOG]
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BFS 770 - Fiduciary and Trust Activities This course covers the fiduciary relationship, including fiduciary and investment powers and duties; trust administration, receipts, payments and distributions; opening and closing an account, including alteration or termination of the trust; regulatory and compliance requirements; and, ethics in preparation for the national Certified Trust Advisor (CFTA) exam and certificate. 3 credits
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