Essentials for Trust Administrators

Become a Trusted Advisor

Trust Administrators perform a valuable role supporting not only your Clients, but also Relationship Managers and other key staff – ABA's Essentials for Trust Administrators provides staff with the knowledge and skills necessary to enhance their role as trusted advisor to your clients.

Who Should Participate?

This Custom In-bank Training program is designed specifically for entry-to-mid level associates, trust administrators and other trust professionals who wish to gain a better understanding of the practical application of fiduciary administration. 

Find out more about our Trust offerings.

Curriculum Design

The curriculum focuses on client case studies.  Each case study represents a client segment beginning with a family early in their financial lifecycle through to client scenarios in post retirement years. The overall learning objectives for this Program are geared towards creating an understanding of how the various types of Trusts can enrich a client's financial lifecycle and build a lasting client-trustee relationship.

Curriculum:

• Fundamentals of Estate Planning
• Duties and Powers of the Trustee
• Trust compliance
• Reading and Understanding Trust Documents
• Communication with Trust clients

What you and your staff can expect:

• A relevant and current curriculum, updated annually with input from senior-level trust practitioners
• Content delivered by leading industry experts and practitioners
• Flexiblity - offered when and where you choose
• Delivered in a blended learning format with both online and classroom training 

In Addition

In addition to ABA's Essentials for Trust Administrators "in-bank" learning Program, ABA also offers a self-paced, online course ideal for Trust Administrators or those new to the Trust business, Building Trust Expertise.  This course provides a thorough overview of Trust Administration, Taxation and Estate Planning and Investment Management.