Who Should Attend | Wealth and Trust School Level 2

If you meet the following criteria, Wealth and Trust Schools Level 1 and 2 are right for you.

• Wealth and Trust Professionals brand new to 5 years into their career
• Wealth and Trust Professionals interested in expanding or polishing existing experience
• Individuals seeking to achieve ABA’s Certified Trust and Fiduciary Advisor (CTFA) designation
• The two levels build off each other and it is encouraged, but not required, that you attend both.

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

Program Credits 

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

Attending Wealth and Trust School Level 1 and Level 2 is required to meet the training requirements for the Certified Trust and Fiduciary Advisor (CTFA) exam.