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Who Should Attend | Wealth and Trust School Level 1

  • April 21-30, 2026
  • Virtual School
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If you meet the following criteria, Wealth and Trust Schools Level 1 and 2 are right for you.

  • 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.

Key Objectives

  • Learn to optimize the fundamentals of trust administration to meet your clients' needs
  • Recognize risks in the fiduciary business and how to avoid them
  • Grasp legal considerations that affect trust investments
  • Develop trust solutions that will lead to new business opportunities

Who Should Attend

  • Attorneys
  • Estate Advisors
  • Financial Planners
  • Investment Officers
  • Paralegals
  • Private Bankers
  • Trust Administrators
  • Trust Counsel
  • Trust Managers
  • Trust Tax Specialist

Program Credits 

Attending Wealth and Trust School Level 1 and Level 2 is required to meet the training requirements for the Certified Trust and Fiduciary Advisor (CTFA) exam. The Advanced level is offered as an advanced, continuing education school.

Keep Me Informed

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

Sign Up for UpdatesContact Kim