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Curriculum | Advanced Wealth and Trust School

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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.

Information Session

Learn more about the schools in a recent session with members of the school’s advisory board and ABA staff.

Watch Recording

Passcode: oK+#Bp60

2024 Schedule

All times in ET.

  • Tues, Oct 15

  • Wed, Oct 16

  • Thurs, Oct 17

Mon, Oct 14

7:00 AM - 8:30 AM

Registration

7:00 AM - 8:30 AM

Breakfast

8:30 AM – 8:45 AM

Orientation

8:45 AM – 10:45 AM

Advanced Philanthropic Planning Strategies and Administration: DiscussionStephanie Buckley

10:45 AM – 11:30 AM

Advanced Philanthropic Planning Strategies and Administration: Case StudyStephanie Buckley

11:30 AM – 12:45 PM

Lunch

12:45 PM – 1:00 PM

ABA Stonier Graduate School of Banking Introduction

1:00 PM - 1:45 PM

Ethical Topics in Trust Administration: DiscussionKent Lytle

1:45 PM – 2:30 PM

Ethical Topics in Trust Administration: Case StudyKent Lytle

2:45 PM – 4:30 PM

Environmental Liabilities of Fiduciaries: DiscussionSteve Goodman

4:30 PM – 5:15 PM

Environmental Liabilities of Fiduciaries: Case StudySteve Goodman

5:15 PM – 6:15 PM

Networking Reception

Tues, Oct 15

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 9:15 AM

Importance of Proper Titling of Assets and Regular Titling Reviews: DiscussionAustin Bertrand

9:15 AM - 10:00 AM

Importance of Proper Titling of Assets and Regular Titling Reviews: Case StudyAustin Bertrand

10:15 AM - 11:30 AM

Asset Allocation and Diversification: DiscussionBill Stone

11:30 AM - 12:15 PM

Asset Allocation and Diversification: Case StudyBill Stone

12:15 PM - 1:30 PM

Lunch

1:30 PM - 1:45 PM

ABA Membership Presentation

1:45 PM - 2:45 PM

Full Balance Sheet Advice: DiscussionTony McEachern

2:45 PM - 3:30 PM

Full Balance Sheet Advice: Case StudyTony McEachern

3:30 PM – 5:00 PM

Regulatory UpdateDale Baker

Wed, Oct 16

7:00 AM - 8:00 AM

Breakfast

8:30 AM - 9:30 AM

Understanding Generational, Gender and Cultural Characteristics in Managing Wealth (Discussion)Alvina Lo

9:30 AM - 10:15 AM

Understanding Generational, Gender and Cultural Characteristics in Managing Wealth (Case Study)Alvina Lo

10:30 AM - 11:45 AM

Nature of Client Financial Needs (Discussion)Alvina Lo

11:45 AM - 12:30 PM

Nature of Client Financial Needs (Case Study)Alvina Lo

12:30 PM - 1:45 PM

Lunch

1:45 PM - 2:45 PM

Investment Strategies for Inherited Wealth (Discussion)Bill Stone

2:45 PM - 3:45 PM

Investment Strategies for Inherited Wealth (Case Study)Bill Stone

4:00 PM - 4:45 PM

Alternative Investment Products (Discussion)Bill Stone

4:45 PM - 5:30 PM

Alternative Investment Products (Case Study)Bill Stone

5:30 PM - 8:30 PM

Mid-week Celebration

Thurs, Oct 17

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 9:30 AM

Advanced Trust Administration Topics: Making Complex Decisions (Discussion)Mark Oller

9:30 AM - 10:15 AM

Advanced Trust Administration Topics: Making Complex Decisions(Case Study)Mark Oller

10:30 AM - 12:00 PM

Estate Planning: What the Election Means for Estate Planning?Austin Bertrand and Tom Lasley

12:00 PM - 12:15 PM

Course Wrap-Up/AdjournLunch (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.

Keep Me Informed

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