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What to Expect | Wealth and Trust School - Advanced

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Curious about which level you should attend or what happens during class? Here’s our breakdown on what to expect.

Which school level is right for me?

  • Level 1 and Level 2:
    • Wealth and Trust Professionals brand new to 5 years into their career
    • Wealth and Trust Professionals interested in expanding or polishing existing experience
    • Individuals seeking to achieve ABA’s Certified Trust and Fiduciary Advisor (CTFA) designation
    • The two levels build off each other and it is encouraged, but not required, that you attend both.
  • Advanced:

I am attending the Advanced school, in person. What can I expect?

Prior to the school:

  • Book your hotel reservation and make travel plans.
  • Complete mandatory pre-work assignments for Level 1. You will be automatically enrolled eight weeks prior to the start of the school.
  • View the updated schedule.
  • Download and enroll in the mobile app (instructions to be provided).
  • Attend the school orientation session on October 8.

It’s class day. What can I expect?

  • Registration will be open at 7:00 am. Come to the Garden Overlook to pick up your name badge and register.
  • Materials will be handed out for each school. Be sure to plan for room to bring these student notebooks home.
  • Network with your fellow attendees, the faculty and board. Ask questions and make this class your own. Remember, you get what you put in!
  • Breaks will be given throughout the day.
  • All sessions are in Eastern time.

Class is over. Now what?

  • Congratulate yourself on a job well done.
  • Don’t forget to continue to make connections with classmates, faculty and board.
  • Pick up your certificate of completion in Garden Overlook.

Keep Me Informed

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