Lifecycle of an Advisor

Human Resources

Your home base for workforce development guidance

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BankTalentHQ

Post open positions and find additional hiring resources

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Online Training

Courses on interviewing and leveraging the benefits of a diverse workforce

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Courses

Essential online training for new team members

• Banking Foundations Online Training Courses – Courses that build fundamental skills for employees in any bank role
• ABA Frontline Compliance Training – Courses that cover key concepts in compliance and risk management for employees in every role. Free to ABA members
• Certificate in Core Concepts and Ethics for Fiduciary Advisors – Learn and apply essential fiduciary principles, including wealth planning, investment management and account administration 
• Community Bank Suite: Sales Skills – Courses cover relationship building, sales planning, portfolio management and more

Online certificate programs

Focused, self-paced online training to upskill wealth management and trust professionals

• Asset Management
• Fiduciary Principles and Ethics
• Fiduciary Relationship Management
• Fiduciary Risk and Compliance
• Integrated Wealth Planning and Advice
• Trust Administration
• CTFA Exam Online Prep

Emerging Leaders Open Committee

• Open to all emerging leaders in the banking industry.
• Connect with other bankers and use your voice to help shape the future of banking.

View Committee Resources

Wealth and Trust Schools

• Level I – designed for those just starting out or building their career, and covers all the fundamentals
• Level II – emphasizes aligning industry principles with advanced trust concepts

View All Wealth and Trust Schools

Nationally Recognized Professional Certifications

• Certified Trust and Fiduciary Advisor (CTFA) – The only wealth certification that goes beyond concepts and focuses on practical application of fiduciary principles

Learning Opportunities with Continuing Education Credits

• Wealth and Trust 360: Virtual Symposium
• Presentations and podcasts
• Wealth Management and Trust Webinar Suite– A suite of webinars covering topics that are updated annually

Emerging and Rising Leaders

Rewards and challenging experiences make a difference. Incorporate these training solutions into your offerings for emerging leaders.

• ABA-Wharton Emerging Leaders Certificates: strategy, engaging and motivating talent, and advanced leadership
• Emerging Leaders Forum
• Women’s Leadership Symposium

Senior-Level Events

• Annual Convention
• Conference for Community Bankers
• Workforce Excellence Forum
• Stonier Graduate School of Banking
• Washington Summit

Succession Planning Toolkit

Do you have a plan for who will next lead your team of advisors? This toolkit includes an easy-to-follow framework for identifying new leaders across the organization and managing critical staffing transitions.

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Retirement and Turnover

With a wave of baby boomers retiring, plus the normal rate of staff turnover, proactive planning is essential. ABA can help you think strategically about benefits and practices to successfully offboard staff. 

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