ABA Certificate in Trust: Intermediate

Ideal for individuals with some field experience who have mastered the concepts introduced in the foundational trust certificate, either online or in-person. Learn the tools available to a fiduciary, such as estate planning, trust administration, investment management concepts and ethical behavior. for those wishing to earn the CTFA professional designation, the ABA Certificate in Trust: Intermediate satisfies the second of three levels of study required to sit for the exam.

 

Required Courses

You must complete the following courses:

• A Guide to Ethics in Financial Planning
• A Guide to Ethics in Tax Law & Tax Planning
• Account Acceptance and Termination
• Basic Characteristics of a Trust
• Bond Selection and Analysis
• Discretionary Distributions
• Duties and Powers of the Trustee
• Estate Planning to Achieve Client Goals
• Fiduciary Income Tax
• Fiduciary Law
• Fundamentals of Life Insurance
  
• How Trusts are Taxed
  
• Investment Policy​
• Investment Products
• Stock Selection and Analysis
• Types of Insurance
• Understanding Transfer Tax​​

The estimated time to complete the 17 required courses is approximately 18 hours.

​Course Credits

​ABA Professional Certifications: 16 CTFA; 8 CSOP; 6 CRSP; 3 CISP​

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