ABA National Trust School
October 7-12,2012• Emory Conference Center Hotel, Atlanta, GA

Application | Curriculum |  Faculty | Advisory Board | CE Credits | CTFA Certification | Justification Kit | Keep Me Informed l Video Testimonials

Fundamental Trust Education

Designed for students starting out in their career or in need of a refresher, the ABA National Trust School is a value-packed five-day residency program that provides a solid foundation and overview of technical trust topics. Students will learn the fundamental concepts of trust administration, planning options, and solutions to client problems as they develop a deeper understanding of fiduciary requirements.

The ABA National Trust School covers the essentials, helping students become more confident in interacting with clients, and developing skills in assessing risk, working with grantors, legal professionals, co-trustees, and beneficiaries.

- Applicants should have at least one year of experience in the trust industry.

- Complete the online application - ABA members save $1,000!

- Reserve your room by September 23, 2012 for maximum savings.

Last year's school sold out - apply today to avoid disappointment.

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Curriculum

The ABA National Trust 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. In addition, students have the opportunity to build a nationwide network of peers and industry leaders - a vital resource for years to come.

Over five days, students receive a solid foundation in the technical skills and knowledge required in the trust, investment, financial planning, and estate planning industry. The world-class program includes the latest strategies in:

Who Should Attend

Additional Information

Team Discount
Send a team of two or more employees and take advantage of the following team discounts:

• 2-3 attendees receive a 5% tuition discount
• 4-10 attendees receive a 10% tuition discount
• 11+ attendees receive a 15% tuition discount

Tuition Fees
$2,195 ABA Members, $3,195 Non-Members
Fees include tuition, lunch, breaks and instructional materials. Housing is an additional $185/night (+ tax) paid directly to the Emory Conference Center Hotel upon checkout.

Hotel Reservations and Deadlines
Call the Emory Conference Center hotel at 404-712-6565 or 800-933-6679 to make your hotel reservations. Mention the ABA National or Graduate Trust School to get the discounted rate of $185/night (+tax) for single occupancy per night. All reservations as well as changes in arrival, departure, type of accommodations, or cancellations must be made directly with the hotel.
After September 23, rooms are subject to availability and prevailing rates will apply. For more information about the hotel, visit www.emoryconferencecenter.com.

The hotel rate extended to participants of the ABA Trust Schools is an ABA negotiated rate.  This rate is inclusive of other school-related services, full breakfast, dinner and class events.  If you book a room at Emory through a travel agent or other means at a lower rate, you will be billed an additional rate for school-related services extended to you onsite as part of our program.

Admission Criteria
ABA recommends students have at least one year of experience in the trust industry.

Graduation Criteria
To receive a diploma, students must complete the two pre-session online courses, attend all classes and actively participate in all in-session case studies.

ICB Accreditation
The ABA National Trust School curriculum has been approved for continuing education credits. Click here for a breakdown of continuing education credits.

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, the ABA National Trust School and Graduate Trust Schools consistently graduate students with heightened levels of expertise who are recognized as professionals and leaders within the trust industry. This training covers many topics often tested on the CTFA exam. However, the sole purpose of the schools is not CTFA preparation and courses cover valuable content not directly tested on the CTFA exam. If your primary purpose of attending the ABA Trust Schools is CTFA preparation, we strongly suggest you also register for the CTFA Exam Workshop held immediately preceding the schools. 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.

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

What our attendees are saying...

"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."