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

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.

Curriculum | Wealth and Trust School Level 1