ABA Trust School – Foundational

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

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Curriculum

Schedule | Course Catalog | Advisory Board

The ABA Foundational Trust School offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys, and industry experts. In addition, students have the opportunity to build a nationwide network of peers and industry leaders - a vital resource for years to come.

Over five days, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

  • Account Administration
  • Fiduciary Law
  • Tax & Estate Planning
  • Investment Management

Successful completion of the ABA Trust School - Foundational earns the ABA Certificate in Trust: Foundational.

 

 

 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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