FPPTA Virtual Fall Trustee School

Basic CPPT: Sessions 4-7

Session Information

Speaker bios and presentation slides are in your study guide. 

Session Four
The Attorney

Ricki Levy, Esq. CPPT
Lorium Law

Session Five
The Custodian

Mark Rhein
Salem Trust Company

Session Six
The Investment Consultant

Kerry Richardville
AndCo Consulting

Session Seven
The Role of an Investment Manager

Mary Byrom
Atlanta Capital Management

Important Notes

  • Speaker bios and presentation slides are in your study guide.
  • There will be a review session tomorrow morning at 10am. You will be sent your CPPT exam immediately following the review session. The exam is 100 multiple choice questions. You have 90 minutes to complete and submit your exam. You may refer to your study guide while taking the exam.
  • For general technical questions regarding today’s program please contact support@fppta.org. Please keep in mind there is nothing we can do to solve internet connectivity issues, firewall restrictions, and other issues that may arise due to browser settings or your work place’s filters and restrictions.
Thank you to our Premium & Trustee School Impact Sponsors