Self Study Courses

Striking a Balance Between Privacy Expectations and the Need for Fiduciary Access to Digital Assets

Course Level: Intermediate
Written by: Suzanne Brown Walsh, JD, and Catherine Anne Seal CELA, CAP
Course Material: Download
Instructions:
  • Read the course material and take the 20-question test below.
  • You will need to enter your payment information before you can submit your test for grading.
  • A passing score is 75%. There are 100 possible points.
  • You will be notified of your test score within two weeks by email. If you receive a passing score, a certificate will also be emailed.
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