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Curriculum | Wealth and Trust School - Foundational

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The ABA Foundational Wealth and Trust School offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys, and industry experts. In addition, students have the opportunity to build a nationwide network of peers and industry leaders - a vital resource for years to come.

Over five days, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

  • Account Administration
  • Fiduciary Law
  • Tax & Estate Planning
  • Investment Management

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

Pre-Session Work

Prior to attending the Foundational Wealth and Trust School, September 21 – October 2, 2020, students must complete five self-paced online courses. You will automatically be enrolled in these courses after you have registered for the school, as they are included in your registration fee.

CourseAverage Completion Time
Introduction to Integrated Planning Advice19 minutes
Introduction to Investment Management22 minutes
Trust Fundamentals26 minutes
Types of Trusts40 minutes
Duties/Powers of Trustee40 minutes

Schedule

In addition to the daily schedule, students will be expected to complete on-demand courses. These may be completed at any point during the school. The courses are:

  • Tax: Individual Income Tax
  • Fiduciary Income Tax
  • Qualified Retirement Plans
  • Estate Planning – Philanthropic Planning
  • Estate and Probate Administration
  • Monday, September 21

  • Wednesday, September 23

  • Friday, September 25

  • Monday, September 28

  • Wednesday, September 30

  • Friday, October 2

Monday, September 21

1:00 PM - 2:15 PM

Prudence and the Essence of Fiduciary Principles

2:30 PM - 3:45 PM

Fiduciary Compliance

4:00 PM - 4:30 PM

Fiduciary Ethics

Wednesday, September 23

1:00 PM - 2:00 PM

Gift Strategy and Taxation

2:15 PM - 3:15 PM

Gift Strategy and Taxation Continued

3:30 PM - 4:30 PM

Fundamentals of Insurance

Friday, September 25

10:30 AM - 12:00 PM

Planning for Retirement

12:00 PM - 12:45 PM

Lunch

12:45 PM - 2:00 PM

Economics & Markets

Monday, September 28

1:00 PM - 2:30 PM

Prudent Portfolio Management

2:45 PM - 4:15 PM

Investment Products

Wednesday, September 30

1:00 PM - 2:15 PM

Asset Allocation and Portfolio Management

2:30 PM - 3:15 PM

Investment Policy

3:30 PM - 4:30 PM

Discretionary Distributions

Friday, October 2

10:30 AM - 12:00 PM

Account Acceptance & Termination Issues

12:00 PM - 12:45 PM

Lunch

12:45 PM - 2:00 PM

Effective Client Engagement/Emotional Intelligence

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.