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ABA eLearning
Self-Paced Online Training
Overview | Course Demos | Course Catalog | Team Training | Learning Extensions |
Frontline Compliance Training
Trust Advisor Skills
In a world of commodity banking products, the decision-making process of a high net worth client is based primarily on the client's perception of the knowledge and expertise of the client advisor. Studies have shown that prospective clients form their opinion of the institution in the first few minutes of interaction with an advisor. This makes it imperative that your entire team exudes the confidence and knowledge formed through a well-designed training program.
ABA's Trust Advisor Skills eLearning courses provide an in-depth overview of key concepts to enhance your role as a Trusted Advisor. Plus, ABA's Trust Advisor Skills eLearning courses are the industry's only online based pre-certification for the Certified Trust and Financial Advisor (CTFA) designation. CTFA, offered through the Institute of Certified Bankers (ICB), is a credential that is highly valued within today's Wealth Management and Trust industry and demonstrates to clients that the Advisor has the knowledge and skills to truly provide integrated financial solutions in response to their needs.
Offered in three progressive levels of learning, Trust Advisor Skills builds the knowledge and confidence of your staff in dealing with high net worth clients. Courses are also available individually depending on your specific needs.
Courses Include:
Personal Trust Curriculum Level 1
Personal Trust Curriculum Level 2
Personal Trust Curriculum Level 3
Questions? Please contact Jim Edrington at 202-663-5132 for more information.
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