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ABA Graduate Trust School
October 26 - November 1, 2008 • Emory Conference Center Hotel, Atlanta, GA
Application | Housing & General Information | Curriculum & Faculty | Independent Research Program | Brochure | 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
- Trust Officers
- Trust Administrators
- Trust Managers
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- Trust Counsel
- Trust Tax Specialists
- Investment Officers
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- Financial Planners
- Private Bankers
- Attorneys/Paralegals
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Curriculum
The ABA Graduate Trust School curriculum builds on the ABA National Trust School curriculum. The world-class program consists of two resident sessions of seven days for each session. An Independent Research Program consisting of five case studies is also completed (see Independent Research Program page). The world-class program includes the latest advanced strategies in:
- Account Administration
- Fiduciary Law & Compliance
- Tax & Estate Planning
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- Personal Financial Planning
- Investment Management
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Additional Information
Admission Criteria
Applicants for the ABA Graduate Trust School must meet at least one of the following requirements:
- Graduation from ABA National Trust School or a qualified regional trust school -OR-
- 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 2008 Graduate Trust School curriculum has been approved for continuing education credits. Click here for a breakdown of 2008 continuing education credits. Note: MCLE credits are applied for after the conclusion of the program.
- CTFA (Certified Trust & Financial Advisor)
- CPE (Continuing Professional Education for CPA's)
- 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.
While the ABA Trust School curriculum addresses the critical knowledge areas assessed by the CTFA examination, ABA and the ICB emphasizes that completion of this coursework alone does not guarantee success on the CTFA examination. Professional experience and application of the knowledge to the work setting 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.
School Tuition Fees
$2,495 ABA Members, $3,495 Non-Members
(Tuition includes instructional materials, most meals and the Independent Research Program. Housing is an additional $159 per night, plus taxes, paid directly to the Emory Conference Center Hotel upon checkout.)
Questions? Please contact Jon Alenik for more information.
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What our attendees are saying... |
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"The ABA Graduate Trust School was an excellent investment in my career. It allowed me to learn from the best trust and estate planning minds in the country. This is a well planned and conducted program that provides valuable information to Trust Officers. I am very happy to have attended." -- Rodney Parker, CTFA, VP/Estate Settlement Coordinator, Wachovia Bank, Birmingham, AL
"The ABA Graduate Trust School is a tremendously valuable learning experience that improved my ability to add value to client relationships. The school heightened my ability to retain and attract quality clients by increasing my expertise in estate planning and fiduciary management. I am now very comfortable discussing complex trust and estate planning issues with attorneys and other trust professionals. This program is a must for serious minded trust professionals who want to elevate their skills to a higher level."
-- Shayne M. Nagy, CTFA, Vice President, MFB Wealth Management, Mishawaka, IN
"The ABA Graduate Trust School is a great value for the money and an excellent learning experience. The school's faculty are leaders in the trust industry and the curriculum includes the most current and cutting-edge topics." -- Melissa McGowan-Lyons Vice President, Trust Advisor, Colonial Bank Wealth Management & Trust, Palm Beach, FL |
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