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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.
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National |
Graduate |
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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
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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
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- 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.
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