ABA Trust School – Advanced

Sept. 23-28, 2018 • Emory Conference Center Hotel, Atlanta, GA

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Curriculum

ScheduleIndependent Research Program

The ABA Advanced Trust School curriculum builds on the ABA Foundational Trust School and the ABA Intermediate Trust School curricula. The program consists of a residential five-day session and an Independent Research Program consisting of four case studies. The program includes the latest advanced strategies in:

  • Account Administration
  • Fiduciary law & Compliance
  • Personal Financial Planning
  • Investment Management
  • Tax & Estate Planning

See Course Descriptions.

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 Online Option

 
This certificate may also be earned online with a series of self-paced courses.

Program ​Questions? Please contact Sheryl Brannon​ for more information.

 

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