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 ABA National Trust School
October 26 - November 1, 2008 • Emory Conference Center Hotel, Atlanta, GA
May 16 - 22, 2009 • Emory Conference Center Hotel, Atlanta, GA
Application | Housing & General Information | Curriculum & Faculty | Brochure (PDF) | Advisory Board | CE Credits | CTFA Certification
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ABA Preparing for the CTFA
Oct. 24, 2008,
1:00 - 5:00 p.m.;
Oct. 25, 2008,
8:00 a.m. - 5:00 p.m.;
Oct. 26, 2008,
8:00 - 11:30 a.m. | The ABA National Trust School is America's most renowned and acclaimed 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
- Trust Counsel
- Trust Tax Specialists
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- Investment Officers
- Financial Planners
- Private Bankers
- Attorneys/Paralegals
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Curriculum
Over one seven-day session, students receive a solid foundation in the technical and interpersonal skills required in the trust, investment, financial planning and estate planning industry. The world-class program includes the latest 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
ABA recommends students have at least one year of experience in the trust industry.
Graduation Criteria
To receive a diploma, students must attend all classes and pass a multiple choice question examination at the conclusion of the seven-day session.
ICB Accreditation
The 2008 ABA National 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 National 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.
School Tuition Fees
$2,195 ABA Members, $3,195 Non-Members
(Tuition fee includes instructional materials and most meals. 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 National Trust School provided me with additional tools that will allow me to more effectively manage my client relationships. The diversity of the instructors is a major benefit as each instructor has a unique way of dealing with particular client situations."
-- Kevin A. Barbier, CFP, Assistant Vice President, The Commerce Trust Co., Peoria, IL
"The ABA National Trust School curriculum broadened my understanding of the trust business and ways to manage risk. I gained insights on issues that affect my business from the diverse group of instructors. I now have new ways to look at client interactions,
as well as think about my employer's policies and procedures in a more global view."
-- June A. Seech, CTFA, Assistant VP, U.S. Bank Private Client Group, Cleveland, OH
"I was extremely impressed with the ABA National Trust School. The curriculum is well organized and the top-notch instructors address all aspects of Trust Administration. The comprehensive notebook is also an invaluable reference tool."
-- Diane J. DeStefano, Vice President & Wealth Manager, Charter Trust Co., Concord, NH |
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