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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

The 2022 Advanced Wealth and Trust School School has been approved for 30 CTFA credits and 28 CFP credits.

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

2022 Schedule

All times in ET

  • Mon, Oct 17

  • Tues, Oct 18

  • Wed, Oct 19

  • Thurs, Oct 20

Mon, Oct 17

7:00 AM - 8:30 AM

Registration and Breakfast

8:30 AM - 9:00 AM

Orientation

9:15 AM - 10:45 AM

Discussion: Advanced Trust Administration Topics: Making Complex Decisions

10:45 AM - 11:30 AM

Case Study

11:30 AM - 12:45 PM

Lunch

12:45 PM - 1:45 PM

Discussion: Full Balance Sheet Advice

1:45 PM - 2:30 PM

Case Study

2:45 PM - 4:45 PM

Discussion: Environmental Liabilities of Fiduciaries

4:45 PM - 5:30 PM

Case Study

5:30 PM - 6:30 PM

Welcome Reception






Tues, Oct 18

7:00 AM - 8:00 AM

Breakfast

8:00 AM - 10:00 AM

Discussion: Advanced Philanthropic Planning Strategies & Administration

10:00 AM - 10:45 AM

Case Study

11:00 AM - 12:15 PM

Discussion: Importance of Proper Titling of Assets and Regular Titling Reviews

1:30 PM - 2:15 PM

Case Study

12:15 PM - 1:15 PM

Lunch

2:30 PM - 3:45 PM

Discussion: Asset Allocation and Diversification

3:45 PM - 4:30 PM

Case Study









Wed, Oct 19

7:00 AM - 8:00 AM

Breakfast

8:30 AM - 9:30 AM

Discussion: Investment Strategies for Inherited Wealth

9:30 AM - 10:15 AM

Case Study

10:30 AM - 11:15 AM

Discussion: Alternative Investment Products

11:15 AM - 12:00 PM

Case Study

12:00 PM - 1:15 PM

Lunch

1:15 PM - 2:30 PM

Discussion: Managing the Dynamic Nature of Client Financial Needs

2:30 PM - 3:15 PM

Case Study

3:30 PM - 4:45 PM

Discussion: Understanding Generational, Gender, and Cultural Characteristics in Managing Wealth

4:45 PM - 5:30 PM

Case Study

6:00 PM - 9:00 PM

Closing Celebration






Thurs, Oct 20

7:00 AM - 8:00 AM

Breakfast

8:30 AM - 9:30 AM

Discussion: Ethical Topics in Trust Administration

9:30 AM - 10:15 AM

Case Study

10:30 AM - 12:00 PM

Capstone Case Study

12:00 PM - 12:15 PM

Course Wrap-Up






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.