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ABA Graduate Trust School
October 24-30, 2010 • Emory Conference Center Hotel, Atlanta, GA

Application | Logistics Newsletter | Curriculum | Faculty | Advisory Board |
Independent Research Program | CE Credits | CTFA Certification

Team Discounts! See below for details.

The ABA Graduate Trust School is America's most renowned and acclaimed graduate trust school, having trained thousands of trust professionals for more than 45 years. Graduates include professionals and practitioners at leading financial institutions across the country.

The school offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys and industry experts who are on the leading edge of change. Students have the opportunity to build a nationwide network of peers and industry leaders - a vital resource for years to come.

Who Should Attend

Curriculum

The ABA Graduate Trust School curriculum builds on the ABA National Trust School curriculum. The world-class program consists of two resident six-day sessions (Grad - Level 1 & Grad - Level 2). An Independent Research Program consisting of five case studies is also completed (see Independent Research Program page). The program includes the latest advanced strategies in:

Additional Information

Team Discount
Send a team of two or more employees and take advantage of the following team discounts:

• 2-3 attendees receive a 5% tuition discount
• 4-10 attendees receive a 10% tuition discount
• 11+ attendees receive a 15% tuition discount

Tuition Fees
$2,495 ABA Members, $3,495 Non-Members
Fees include tuition, most meals, instructional materials and a certificate of completion. Housing is an additional $179/night (+ tax) paid directly to the Emory Conference Center Hotel upon checkout.

Hotel Reservations and Deadlines
Call the Emory Conference Center hotel at 404-712-6565 or 800-933-6679 to make your hotel reservations. Mention the ABA National or Graduate Trust School to get the discounted rate of $179/night (+tax) for single occupancy per night. All reservations as well as changes in arrival, departure, type of accommodations, or cancellations must be made directly with the hotel.
After September 24, rooms are subject to availability and prevailing rates will apply. For more information about the hotel, visit www.emoryconferencecenter.com

Admission Criteria
Applicants for the ABA Graduate Trust School must meet at least one of the following requirements:

1. Graduation from ABA National Trust School or a qualified regional trust school  -OR-
2. Three years minimum of trust experience, plus evidence of working knowledge or formal education in Account Administration, Fiduciary Law & Compliance, Tax & Estate Planning, Personal Financial Planning and Investment Management.

Diploma / Graduation Criteria
To receive a diploma, students must attend all classes, pass a multiple choice question examination at the conclusion of both resident sessions AND successfully complete the Independent Research Program, consisting of 5 case studies.

Certificate of Participation
Students who cannot commit to the full curriculum may attend, with their nominating officers' permission, the two resident sessions without completing the Independent Research Program. Assuming all other completion criteria are met, these students receive a "certificate of participation" at the end of the second resident session.

ICB Accreditation
The ABA Graduate Trust School curriculum has been approved for continuing education credits. Click here for a breakdown of continuing education credits. Note: MCLE credits are applied for after the conclusion of the program.

ICB CTFA Exam**
The ABA Graduate Trust School provides preparation for the Institute of Certified Bankers (ICB) Certified Trust & Financial Advisor (CTFA) exam. The exam is offered onsite the last day of the school. Please contact ICB for details or visit the ICB website.

Please note, the ABA National Trust School and Graduate Trust Schools consistently graduate students with heightened levels of expertise who are recognized as professionals and leaders within the trust industry. This training covers many topics often tested on the CTFA exam. However, the sole purpose of the schools is not CTFA preparation and courses cover valuable content not directly tested on the CTFA exam. If your primary purpose of attending the ABA Trust Schools is CTFA preparation, we strongly suggest you also register for the CTFA Exam Workshop held immediately preceding the schools. For more information about the certification process and how it fits in with your professional development goals, please contact ICB@aba.com or call 1-800-BANKERS.

Questions? Please contact Maryann Johnson or J P Stephenson for more information.