Description

Covers key issues that examine federal and other environmental laws and elements of fiduciary liability. Focuses on using established, written guidelines, documenting the process of due diligence, and being aware of defenses to liability to protect against risk and reduce potential exposure.;

What You’ll Learn

After completing this course, students will be able to:

Identify common types of environmental liability exposures;

Describe fiduciary liability under CERCLA and other environmental statutes;

Describe elements of an environmental risk management program;

Identify fiduciary activities related to pre-acceptance due diligence and asset reviews

Describe legal defenses available to fiduciaries

Additional information

Audience	Client-facing relationship managers (wealth advisors, fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen
Length	Approximately 25 minutes
Credits	0.50 CTFA
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online