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Attendees | Wealth and Trust School Level 1

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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 

The ABA Wealth and Trust School Level 1 curriculum is reviewed annually and approved for CTFA continuing education credits.

In addition to earning credits, the School meets the training requirements for the Certified Trust and Fiduciary Advisor (CTFA) exam. As of September 2020, only Level 1 and Level 2 are required to meet the training requirements. 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.