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.

2026 Spring Schedule

All times in ET.

Pre-Work
Tue, Apr 21
Wed, Apr 22
Thu, Apr 23
Fri, Apr 24
Mon, Apr 27
Tue, Apr 28
Wed, Apr 29
Thu, Apr 30

Pre-Work

Intro to Investment Management
A Deeper Dive into Non-financial Assets
Types of Trusts
Duties and Powers of the Trustee

Tue, Apr 21

12:30 PM – 1:45 PM	Trust fundamentals – Part 1
2:00 PM – 3:15 PM	Trust fundamentals – Part 2
3:30 PM – 4:45 PM	Introduction to fiduciary risk management and compliance

Wed, Apr 22

12:30 PM – 2:00 PM	Intro to estate and gift tax – Part 1
2:15 PM – 3:45 PM	Intro to estate and gift tax – Part 2
4:00 PM – 5:30 PM	Charitable planning

Thu, Apr 23

12:30 PM – 1:45 PM	Planning for retirement – Part 1
2:00 PM – 3:15 PM	Planning for Retirement – Part 2
3:30 PM – 5:30 PM	Individual income tax

Fri, Apr 24

12:30 PM – 2:30 PM	Integrated Planning and Advice
2:45 PM – 4:45 PM	Estate and Probate Administration

Mon, Apr 27

12:30 PM – 1:45 PM	Account acceptance and termination – Part 1
2:00 PM – 3:15 PM	Account acceptance and termination – Part 2
3:30 PM – 5:00 PM	Investment policy

Tue, Apr 28

12:30 PM – 2:30 PM	Asset allocation and diversification
2:45 PM – 4:30 PM	Economics and Markets

Wed, Apr 29

12:30 PM – 2:30 PM	Behavioral finance
2:15 PM – 4:15 PM	Discretionary distributions
4:30 PM – 5:30 PM	Fiduciary ethics

Thu, Apr 30

12:30 PM – 2:30 PM	Discretionary distributions
2:45 PM – 3:45 PM	Fiduciary ethics

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.

Curriculum | Wealth and Trust School Level 1