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Attendees | Wealth and Trust School - Advanced

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Key Objectives

  • Master the complexities of trust administration, fiduciary law, personal financial management, sales management, and tax and estate planning
  • Apply theories learned in the classroom through real life scenarios and peer-to-peer exchange.
  • Discover new ways to anticipate client needs and provide innovative solutions.

Who Should Attend

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

Program Credits

Students who complete this school earn the ABA Advanced Trust certificate.

Students who complete the Intermediate and Advanced Wealth and Trust Schools, as well as the independent research program, earn the ABA Wealth and Trust Schools diploma.

The ABA Advanced Wealth and Trust School curriculum is reviewed annually and approved for CTFA 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.