Curriculum | Wealth and Trust School Level 1 | American Bankers Association

The Wealth and Trust School Level 1 offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of wealth management professionals, including prominent bankers, attorneys, and industry experts. In addition, participants have the opportunity to build a nationwide network of peers and industry leaders—a vital resource for years to come.

During the week-long course, 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 and Estate Planning
Investment Management

2024 Fall Schedule

All times in ET.

Mon, Oct 14
Tue, Oct 15
Wed, Oct 16
Thu, Oct 17
Fri, Oct 18

Mon, Oct 14

7:00 AM – 8:30 AM	Registration
7:00 AM – 8:30 AM	Breakfast
8:30 AM – 8:45 AM	Welcome and Overview
8:45 AM – 11:00 AM	Trust Administration Fundamentals
11:15 AM – 12:45 PM	Introduction to Fiduciary Risk Management and Compliance
12:45 PM – 2:00 PM	Lunch
2:00 PM – 4:45 PM	Account Acceptance and Termination
5:00 PM – 6:00 PM	Networking Reception

Tue, Oct 15

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 11:15 AM	Gift and Estate Tax Planning
11:15 AM – 12:15 PM	Individual Income Tax
12:15 PM – 1:45 PM	Lunch
1:45 PM – 3:45 PM	Estate and Probate Administration
4:00 PM – 5:00 PM	Fiduciary Ethics

Wed, Oct 16

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 11:00 AM	Planning for Retirement
11:15 AM – 12:45 PM	Integrated Planning and Advice
12:45 PM – 2:00 PM	Lunch
2:00 PM – 2:15 PM	ABA Membership Presentation
2:15 PM – 3:45 PM	Behavioral Finance
4:00 PM – 5:30 PM	Investment Policy
5:30 PM – 8:30 PM	Mid-week Celebration

Thu, Oct 17

7:00 AM – 8:00 AM	Breakfast
8:30 AM – 10:30 AM	Economics and Markets
10:45 AM – 12:30 PM	Asset Allocation and Diversification
12:30 PM – 1:45 PM	Lunch
2:00 PM – 4:00 PM	Discretionary Distributions
4:00 PM – 5:00 PM	Wealth Management and Trust Review

Fri, Oct 18

7:00 AM – 8:00 AM	Breakfast
8:00 AM – 10:00 AM	Client Engagement and Emotional Intelligence
10:15 AM – 11:30 AM	Relationship Management
11:30 AM – 11:45 AM	Wrap-up/Adjourn

Curriculum | Wealth and Trust School Level 1