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A custom training solution based on the content delivered at the ABA Wealth and Trust Schools, and with examples that take participants from course content to practical application. We will work with you to assess your advisors' strengths and weaknesses and deliver a flexible program that meets your business objectives.

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In-Bank Trust School

  • 3 5-day immersive learning experiences (3 weeks elapsed training)
  • A relevant and current curriculum, updated annually with input from senior-level trust practitioners 
  • Content delivered by leading industry experts and practitioners
  • Preparation for and course credits toward Certified Trust and Fiduciary Advisor (CTFA) designation. Program covers the primary domains and tasks on the CTFA exam.
  • Comprehensive curriculum:
    • Account Administration
    • Ethics
    • Fiduciary Law and Compliance
    • Investment Management
    • Personal Finance Planning
    • Tax and Estate Planning

In-Bank Trust Workshops

  • 1-2-3 day sessions available covering Estate Planning, Trust Administration, Financial Planning, Insurance, Tax Management, and Investments.
  • Program details developed close to the program dates and in coordination with the bank's wealth management and trust staff

"The ABA is a great learning partner; they listen to my bank's and our employees' needs and offer solutions to help meet those needs. The in-bank Trust Schools have been a huge success as a result of our valuable partnership. We look forward to working with the ABA to deliver new, customized in-house programs."
-- In-bank Trust School Client