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ABA: The American Bankers Association
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Wealth and Trust School - Intermediate

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School Highlights

Why You Should Attend

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In-Depth Experience

Advanced learning in fiduciary and trust activities, financial planning, tax law and tax planning, investment management and ethics.

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Prepare for the Future

Insights that can help strengthen and grow your market base.

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Networking Opportunities

Dedicated time to interact with industry experts and your peers.

What People Are Saying

"The curriculum broadened my understanding of the trust business and ways to manage risk. I gained insights on issues that affect my business from the diverse group of instructors. I now have new ways to look at client interactions, as well as think about my employer's policies and procedures in a more global view."

"The school heightened my ability to retain and attract quality clients by increasing my skills and expertise in estate planning and fiduciary management. I am now very comfortable discussing complex trust and estate planning issues with attorneys and other trust professionals.”

“This program is a must for serious minded trust professionals who want to elevate their skills to a higher level."

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools.