Attendees | ABA Wealth and Trust School Level 2

Key Objectives

Develop advanced proficiency in trust administration, fiduciary law, personal income tax planning, and tax and estate planning
Learn through challenging and lively classroom lectures, group discussions and interactive case studies
Fine-tune the skills you need to be a confident and successful trust officer.

Who Should Attend

Attorneys
Estate Advisors
Financial Planners
Investment Officers
Paralegals
Private Bankers

Trust Administrators
Trust Counsel
Trust Managers
Trust Officers
Trust Tax Specialists

Program Credits

The Wealth and Trust School Level 2 curriculum is reviewed annually and approved for CTFA continuing education credits.

In addition to earning credits, the School meets the training requirements for the Certified Trust and Fiduciary Advisor (CTFA) exam. As of September 2020, only Level 1 and 2 are required to meet the training requirements. The advanced level is offered as an advanced, continuing educational school.

Attendees | Wealth and Trust School Level 2

Key Objectives

Who Should Attend

Program Credits

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