Curriculum | Advanced Wealth and Trust School | American Bankers Association

The Advanced Wealth and Trust School curriculum builds on Levels 1 and 2 curricula. This school is designed to enhance your knowledge and to continue your professional development. The program consists of in-depth, comprehensive sessions and includes the latest advanced strategies in:

Developing and delivering full, balanced advice
Advanced investment strategies
Complex administration topics and
Navigating the dynamic nature of clients’ financial needs in context of generational, gender and cultural characteristics

Visit ABA Certifications for more information about how to apply for the CTFA ABA Professional certification.

2024 Schedule

We’re working on this school’s program. To see the types of session you can expect, check out the 2023 program.

2023 Schedule

Mon, Oct 16
Tues, Oct 17
Wed, Oct 18
Thurs, Oct 19

Mon, Oct 16

7:00 AM - 8:00 AM	Breakfast
7:00 AM - 8:30 AM	Registration
8:45 AM - 10:15 AM	Advanced Trust Administration Topics: Making Complex Decisions (Discussion)
10:15 AM - 11:00 AM	Advanced Trust Administration Topics: Making Complex Decisions (Case Study)
11:15 AM - 12:15 PM	Importance of Proper Titling of Assets and Regular Titling Reviews (Discussion)
12:15 PM - 1:45 PM	Lunch
1:45 PM - 2:30 PM	Importance of Proper Titling of Assets and Regular Titling Reviews (Case Study)
2:45 PM - 4:30 PM	Environmental Liabilities of Fiduciaries (Discussion)
4:30 PM - 5:15 PM	Environmental Liabilities of Fiduciaries (Case Study)
5:30 PM - 6:30 PM	Welcome Reception

Tues, Oct 17

7:00 AM - 8:00 AM	Breakfast
8:00 AM - 9:15 AM	Asset Allocation and Diversification (Discussion)
9:15 AM - 10:00 AM	Asset Allocation and Diversification (Case Study)
10:15 AM - 11:15 AM	Full Balance Sheet Advice (Discussion)
11:15 AM - 12:00 PM	Full Balance Sheet Advice (Case Study)
12:00 PM - 1:15 PM	Lunch
1:15 PM - 1:30 PM	ABA Membership Presentation
1:30 PM - 2:15 PM	Ethical Topics in Trust Administration (Discussion)
2:15 PM - 3:00 PM	Ethical Topics in Trust Administration (Case Study)
3:15 PM - 4:30 PM	Women in Banking

Wed, Oct 18

7:00 AM - 8:00 AM	Breakfast
8:30 AM - 9:30 AM	Investment Strategies for Inherited Wealth (Discussion)
9:30 AM - 10:15 AM	Investment Strategies for Inherited Wealth (Case Study)
10:30 AM - 11:15 AM	Alternative Investment Products (Discussion)
11:15 AM - 12:00 PM	Alternative Investment Products (Case Study)
12:00 PM - 1:15 PM	Lunch
1:15 PM - 2:30 PM	Managing the Dynamic Nature of Client Financial Needs (Discussion)
2:30 PM - 3:15 PM	Managing the Dynamic Nature of Client Financial Needs (Case Study)
3:30 PM - 4:45 PM	Understanding Generational, Gender and Cultural Characteristics in Managing Wealth (Discussion)
4:45 PM - 5:30 PM	Understanding Generational, Gender and Cultural Characteristics in Managing Wealth (Case Study)
5:00 PM - 8:00 PM	Mid-week Celebration

Thurs, Oct 19

7:00 AM - 8:00 AM	Breakfast
8:00 AM - 10:00 AM	Advanced Philanthropic Planning Strategies & Administration (Discussion)
10:00 AM - 10:45 AM	Advanced Philanthropic Planning Strategies & Administration (Case Study)
11:00 AM - 12:00 PM	Wealth Management and Trust Review
12:15 PM - 12:30 PM	Course Wrap-Up/Adjourn
	Lunch (optional)

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Curriculum | Advanced Wealth and Trust School