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 ABA National Trust School
October 25 - 30, 2009
Emory Conference Center Hotel, Atlanta, GA
Application | Attendee Newsletter| Schedule | Curriculum & Faculty | Brochure (PDF) | Advisory Board | CE Credits | CTFA Certification
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Preparing for the CTFA Exam
October 23, 2009,
1:00 - 5:00 p.m.;
October 24, 2009,
8:00 a.m. - 5:00 p.m.;
October 25, 2009,
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. 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 six-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
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
Tuition Fees
$2,195 ABA Members, $3,195 Non-Members
Fees include tuition, most meals, instructional materials and a certificate of completion. Housing is an additional $169/night (+ tax) paid directly to the Emory Conference Center Hotel upon checkout
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 six-day session.
ICB Accreditation
The ABA National Trust School curriculum has been approved for CTFA (Certified Trust & Financial Advisor) and CFP (Certified Financial Planner)
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 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.
Questions? Please contact Maryann Johnson or J P Stephenson for more information.
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What our attendees are saying... |
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"The ABA National Trust School provided me with skills and 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."
"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."
"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." |
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