ABA Building Trust Expertise

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Frontline Compliance Training
 

ABA's Building Trust Expertise eLearning curriculum offers trust professionals the very best in technical training and practical application techniques. The online courses in the Building Trust Expertise (BTE) curriculum provide strong foundational knowledge in the core areas of trust administration and fiduciary law.

Offered in three progressive levels, BTE builds the knowledge and confidence needed to work with high net worth clients, deliver superior client service, and expand your organization's trust business.

Each level can be completed individually and each course carries valuable continuing education credits for CTFAs. For those who have not yet acquired the prestigious Certified Trust and Financial Advisor (CTFA) designation, completing all three levels meets many of the educational requirements to sit for the exam.

BTE Curriculum - Revised February 2011

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Level 1	Level 2	Level 3
$750 Member / $999 Non-Member * Introduction to Trust Administration Introduction to Estate Planning ** Introduction to Investment Management	$995 Member / $1,299 Non-Member * Discretionary Distributions Estate Planning Overview Estate Planning for Marital Deduction ** Federal Estate and Gift Taxes ** Fiduciary Income Taxes** Fiduciary Law Investments I Managing Trust Accounts Retirement Planning **	$995 Member / $1,299 Non-Member * Ethical Issues for Bankers Estate Planning for Charitable Giving Estate Planning for Lifetime Gifts ** Estate Planning for the Business Owner Estate Planning Final Case Study ** Financial Planning Skills Generation Skipping Transfer Tax ** Investments II Life Insurance and Annuities
BTE Levels 1, 2 and 3 = $2,740 Member/$3,597 Non-Member *

Certified Trust and Financial Advisor (CTFA)

Highly valued within today's Wealth Management and Trust industry, the CTFA credential demonstrates to clients that the Advisor has the knowledge and skills to truly provide integrated financial solutions in response to their needs. Becoming a Certified Trust and Financial Advisor is an important career decision for a trust professional and offers both a competitive advantage and professional recognition. Learn More

Continuing Education Credits

All courses in the BTE eLearning curriculum are pre-approved for continuing education credits for all CTFA holders and are eligible for CFP, CPE and CLE credits. This feature allows those certified bankers in your organization to access courses that will enable them to stay current on key topics and keep their certifications current. Learn More 

Questions? Please contact ABA Training at 202-663-5132 for more information.