ABA Trust Schools

Benefits of Attending

The ABA Trust Schools provides students a performance-based curriculum delivered by prestigious trust practitioners, attorneys, and experts. This results in students getting the knowledge, skills, and tools they need to excel in the trust industry.

National

Graduate

This program provides students a solid foundation and overview of technical trust topics.

Admission Criteria

  • Students should have at least one year of experience in the trust industry.

Topic Areas Include

  • Account Administration
  • Fiduciary Law & Compliance
  • Personal Financial Planning
  • Investment Management
  • Tax & Estate Planning


More Details for this Level

The Graduate curriculum builds on the National School content, providing in-depth discussion, case studies and solutions.

Between Graduate - Level 1 and Level 2 students complete an Independent Research Program consisting of five case studies.

Admission Criteria

At least one of the following:

  • 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.

Topic Areas Include Advanced

  • Account Administration
  • Fiduciary Law & Compliance
  • Personal Financial Planning
  • Investment Management
  • Tax & Estate Planning

More Details for these Levels


Questions? Please contact Jon Alenik for more information.