The advanced school is professional development for wealth management and trust professionals. The program focuses on identifying and addressing complex financial needs through engaging instructor-led discussions and case study analyses. Key themes include:
Courses are led by industry practitioners who bring practical, real-world experience to each session. This professional development environment provides attendees with an opportunity to work in cohort teams to maximize interaction and form lasting connections.
Advanced learning in fiduciary and trust activities, financial planning, tax law and tax planning, investment management and ethics.
Insights that can help strengthen and grow your market base.
Dedicated time to interact with industry experts and your peers.
The 2024 Advanced Wealth and Trust School has been approved for 30 CTFA credits.
Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.