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Independent Research Program

The Independent Research Program consists of four case studies chosen from 5-6 options. Student responses to each case study provide practical application to theories presented in the ABA Graduate Trust School curriculum. Students will:

  • Analyze a situation
  • Consider available options
  • Recommend alternatives

Results should optimize client objectives while generating new business opportunities. Students spend an average of 15 - 20 hours completing each case study. Experienced industry practitioners evaluate each student's case study, and provide individual feedback.

Sample Independent Research Program Case Study Topics
Estate Planning for Individuals & Business Owners
Retirement Planning
Charitable Trust Planning
Estate Administration: Navigating the Form 706
Discretionary Distributions

Benefits of Completing the Independent Research Program

  • Provides practical application to theories learned in the classroom.
  • Develops students' research skills & the ability to take action in non-routine situations.
  • Develops students' ability to analyze complex situations and effectively explain them to management and clients.
  • Assists in preparing students for the CTFA exam.
  • Qualifies students for the Graduate Trust School diploma.


Questions? Please contact Gloria Pritchard-Becker for more information.

What our attendees are saying:

"The Independent Research Program is a vital part of the ABA Graduate Trust School curriculum. The cases provide an important link between the first and second year of the school, and are an excellent preparation tool for CTFA exam candidates."

"The ABA Graduate Trust School was invaluable to my professional development. I found the Independent Research Program an extremely effective way to apply the knowledge acquired in class."