Our Registration Process

Our fiduciary courses are designed for bonafide fiduciaries, directors and internal/family trustees. We desire to keep the quality of our students high. Therefore we are selective on who can take our exams.

By your completing the information below, you are agreeing to abide by our terms and conditions and you may be asked for references to affirm your fiduciary role. This verification process may take hours or days. We will respond as quickly as possible to ALL registrations. Once we approve your membership as a bonafide fiduciary, you will be sent an email that will include login instructions and a key to purchase your desired courses. Coupons from one of our carefully selected advisors will be processed with the payments, so be sure you have your coupon ready once we approve your membership.
Returning Students Log in

  • New Students, Please Fill-in Below

  • This will be used as your login / username.
  • Personal Information

  • If you were referred by an individual or company please list their name above.