Get your fiduciaries trained quickly, online, by ESOP experts.

The Certificate Program for Non-Professional ESOP Fiduciaries

  • All orders are secure and privatetime.

Who should take a course?  

  • All CFOs - so they can explain the role of the trustee to the board and management team.  
  •  ESOP Fiduciary Committee Members
  • Company Board Members & All Internal Trustees 
  • New ESOP Committee Members 

Having Trouble Finding the Right Course?

Online courses work for busy people!

Working at their own pace will make learning easier for your fiduciaries.

Providing valuable, real world training will keep your fiduciaries engaged in the training process.

Let your fiduciaries learn from ESOP trainers -- anywhere on any internet connected device!


"While I had read a number of books from the NCEO about ESOPs, I was motivated to know if I truly understood the process and my fiduciary roles. Over a few evenings, I was able to take all 3 courses and found the information valuable, beyond the many books I read about ESOPs.  I would recommend this course to people who are new to ESOPs or to those who are fiduciaries and need to meet compliance concerns." - Co-Owner of a Registered Investment Advisory Firm

Why Partner with ESOPTraining.com?  

  • ESOPs are governed by ERISA law and are monitored by the USDOL.  
  • A DOL auditor will ask, "Are all of the fiduciaries properly trained?"  
  • Save your company money and mitigate DOL claims.

Why ESOPTraining.com?

Years ago, we asked our top ESOP advisors to develop our content, course, and module structure with an ESOP company manager in mind. These bright minds of the ESOP industry included attorneys, company valuators, ESOP administrators, ESOP independent trustees - along with many other professional advisors. Every year since then, we review the course for changes in fiduciary matters. You can find our list of current and past faculty on our site.

For those desiring continuing educational units, we have teamed up with Norwich University to provide 1-1.5 CEU's per complete module for Free. You must be able to verify you are a fiduciary, director or internal trustee in order for your entry into our online training/testing programs. This is not a open to anyone who signs up. You may need references or referrals to enter.

3 Levels with Group Pricing Available!

We require the completion of the following two education modules as well as passing the correlating exam to receive the course certificate:

  • ERISA's Vision of the Fiduciary Role & Decision-Making Framework
  • Understanding the various roles of each advisor, along with Fiduciary Communications with Participants


We require the completion of the following three education modules as well as passing the correlating exam to receive the certificate:

  • ERISA's Vision of the Fiduciary Role & Decision-Making Framework
  • Understanding the various roles of each advisor, along with Fiduciary Communications with Participants
  • The Role of Directors as they address company decisions relating to a number of scenarios.


We require the completion of the following four education modules as well as passing the correlating exam to receive the certificate:

  • Government’s Vision of the Fiduciary Role & Decision-Making Framework
  • Understanding the various roles of each advisor, along with Fiduciary Communications with Participants
  • The Role of Directors as they address company decisions relating to a number of scenarios.
  • The Role of a Family Trustee with regards to governance, monitoring assets, reviewing valuations, and responding to board challenges.



How long does it take?

Two modules for ESOP Fiduciaries - approx. 2-3 hours. 

Three additional modules for Company Directors - approx. 3 hours.

Three 3 additional modules for Internal Trustees - approx 3 hours.

See a Sample of our training quizzes!

Let's get started! Click the button below for more info.

  •  All orders are secure and private

How much does it cost? Each course level is priced differently: 

  • $395 for Basic Fiduciary
  • $495 for any Company Director
  • $595 for Trustees  


For group pricing, call us now at 860-232-9858