WASHINGTON — Registration is now underway for the 2014 ABA National and Graduate Trust Schools, which will be held September 14-19 at the Emory Conference Center & Hotel in Atlanta. The schools feature a performance-based curriculum that is designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys and industry experts.
“The ABA National and Graduate Trust Schools are for trust professionals who are serious about elevating their skills,” said Jim Edrington, ABA executive vice president of Professional Development. “ABA Trust School scholars are immersed in a hands-on learning experience that helps them master complex trust issues and deliver quality solutions.”
The ABA National Trust School is a five-day residency program that provides early-career professionals a solid foundation and overview of technical trust topics. The curriculum stresses the fundamental concepts of trust administration, planning options, and solutions to client problems and facilitates a deeper understanding of fiduciary requirements.
The ABA Graduate Trust School is a two-year program for professionals that are more advanced in their careers. It builds upon the ABA National Trust School and features challenging classroom lectures, group discussions, and interactive case studies. Trust officers learn ways to better anticipate client needs and provide innovative solutions.
This year’s highlights include:
- New Course: Estate Planning in a Digital Era. This newly added course will examine the processes used in today’s digital estate planning and estate administration practices, covering the administrative issues and legal challenges that are facing estate planners and correspondingly estate administrators in the quickly-evolving digital world.
- Revamped Investments Curriculum. A comprehensive and enhanced investments curriculum is built among all three levels of the National and Graduate Trust Schools. Students begin in year one gaining a solid foundation of investment types, interest rates, inflation, fiscal and monetary policy. In years two and three, students dive deeper into the application of investment concepts, risk tolerance, portfolio construction and management, advanced asset allocation and how to strategize around various investment types.
- Independent Research Program. Unlike any other trust school, ABA’s Graduate curriculum provides an optional program that offers students the ability to practice skills and apply ideas through the use of rigorous case studies. The program leverages five real-life scenarios to help students practically apply the theories learned in the classroom, develop their research skills, and enhance their ability to analyze and react to complex situations.
Trust professionals attending the ABA Trust Schools are well-positioned to earn the Certified Trust and Financial Advisor (CTFA)
designation, which formally recognizes and differentiates them as professionals who meet or exceed the standard for knowledge and competence in the trust and wealth advisory field.
For more information or to register, visit www.aba.com/TS
or call 1-800-BANKERS.
The American Bankers Association is the voice of the nation’s $14 trillion banking industry, which is composed of small, regional and large banks that together employ more than 2 million people, safeguard $11 trillion in deposits and extend nearly $8 trillion in loans.