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Curriculum | Wealth and Trust School Level 1

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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

Information Session

Learn more about the schools in a recent session with members of the school’s advisory board and ABA staff.

Watch Recording

Passcode: oK+#Bp60

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


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.