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Attendees | Wealth and Trust School - Foundational

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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

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

The ABA Wealth and Trust School - Foundational curriculum is reviewed annually and approved for CTFA continuing education credits.

In addition to earning credits, the School can be a component of your preparation for the Certified Trust & Financial Advisor (CTFA) exam.