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ABA Graduate Trust School
October 25 - 30, 2009
Emory Conference Center Hotel, Atlanta, GA

Application | Attendee Newsletter| Curriculum & Faculty | Schedule Grad Level 1| Schedule Grad Level 2 | Brochure | Independent Research Program | Advisory Board | CE Credits | CTFA Certification

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
Discounts
Send a team of two or more employees and take advantage of the team discounts:
2-3 attendees receive 5% tuition discount
4-10 attendees receive 10% tuition discount
11+ attendees receive 15% tuition discount

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.

• CTFA (Certified Trust & Financial Advisor)
• CFP (Certified Financial Planner)

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: ABA Trust Schools address the critical knowledge areas assessed by the CTFA examination, but both ABA and the ICB emphasize that completion of this school alone does not guarantee CTFA examination success. Professional experience and application of the knowledge are important factors as well. 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.