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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
  • Fiduciary Professionals
  • Financial Planners
  • Investment Officers
  • Paralegals
  • Specialty Asset Managers
  • Private Bankers
  • Trust Administrators
  • Trust Counsel
  • Trust Managers
  • Trust Officers
  • Trust Tax Specialists
  • Wealth Relationship Managers

Program Credits 

Students who complete the Levels 1 and 2 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. View approved credits.

In addition to earning credits, the school can be a component of your preparation for the Certified Trust and Fiduciary Advisor (CTFA) exam.

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.