ABA Certificate in Trust: Advanced

For the experienced professional, our online program gives an in-depth understanding of the fiduciary role. Learn to propose sophisticated solutions to complex client situations on topics like estate planning, trust administration, investment management, and ethics. For those wishing to earn the CTFA professional designation, the ABA Certificate in Trust: Advanced satisfies the third of three levels of study required to sit for the exam.

Required Courses

You must complete the following courses:

The estimated time to complete the 15 required courses is approximately 14​ hours.

​Course Credits

ABA Professional Certifications: 15 CTFA; 4 CSOP; 6 CRSP; 7 CISP​

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​Questions? Please contact ABA Training for more information.

 

 Purchase

 

Online Series Option


Residental Option
Certificate may be earned through one week of immersion learning at the ABA Trust School - Advanced​.

Purchase for a Team
​To license ABA Trust Certificates to your bank for multiple learners, please contact ABA Training.​​​

 

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