ABA Trust School – Foundational

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

Attendees

Testimonials  |  Justification Kit

  • Learn to optimize the fundamentals of trust administration to meet your clients' needs
  • Recognize risks in the fiduciary business and how to avoid them
  • Grasp legal considerations that affect trust investments
  • Develop trust solutions that will lead to new business opportunities

Who Should Attend

  • Attorneys
  • Estate Advisors
  • Financial Planners
  • Investment Officers
  • Paralegals
  • Private Bankers
  • Trust Administrators
  • Trust Counsel
  • Trust Managers
  • Trust Tax Specialist

Continuing Education Credits

The ABA Foundational Trust School curriculum has been approved for continuing education credits.

In addition to earning credits, the School can be a component of your preparation for the Certified Trust & Financial Advisor (CTFA) exam. The exam is offered onsite on Saturday, September 30, from 9:00 am - 1:00 pm. Please contact us for more details.

​ ​​​

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

 Related Programs

 
 

 School Transcripts

 
Transcripts and Verification of Attendance to the ABA Trust Schools are available from 1990 to present.

To request either document, please e-mail Daisy Johnson with your name (maiden last name), school attended, year of attendance and location.