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Curriculum | Wealth and Trust School - Advanced


The Advanced Wealth and Trust School curriculum builds on the Foundational Wealth and Trust School and Intermediate Wealth and Trust School curricula. The program consists of a residential five-day session and includes the latest advanced strategies in:

  • Account Administration
  • Fiduciary law & Compliance
  • Personal Financial Planning
  • Investment Management
  • Tax & Estate Planning

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


2021 details coming soon.

Keep Me Informed

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