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Registration | Wealth and Trust School - Intermediate

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Registration & Fees

Registration TypeIntermediate SchoolAdvanced SchoolCTFA Exam Prep + Exam*Members Save Up To
Option 1IncludedIncludedIncluded
(see details)
Option 2IncludedIncluded-$1130
Option 3Included--$400

2020 Fee Disclaimer: To help bring bankers together during this critical time, ABA is offering registration for this event at a special discounted rate. Bundle pricing only applies to the schools offered in 2020, and discounts cannot be applied to future schools offered in 2021.


Option 1: Wealth and Trust School – Intermediate and Advanced Registration + CTFA Exam Prep and Exam Fee

Registration TypeFee

Register Now - ABA Member Register Now - Non-Member


Option 2: Wealth and Trust School – Intermediate and Advanced Registration

Registration TypeFee

Register Now - ABA Member Register Now - Non-Member


Option 3: Wealth and Trust School – Intermediate Registration Only

Registration TypeFee

Register Now - ABA Member Register Now - Non-Member 


Add-on Purchase of CTFA Online Exam Prep and Certification Rules and Restrictions

ABA Professional Certifications created this FAQ for the purchasers of the Online CTFA Exam Prep and/or CTFA Exam in conjunction with the 2020 Wealth and Trust Schools.

  1. For purchasers of the Online CTFA Exam Prep, ABA will contact you via email once the course is live and able to be accessed.
  2. For the CTFA Exam, a unique exam code will be sent via email to each paid attendee the day after the last school has concluded (December 11, 2020).
  • The exam code must be used by January 31, 2021, to redeem the CTFA exam by applying online and choosing any testing date before December 31, 2021.

Applications are available online for CTFA and must be submitted by midnight EDT on January 31, 2021. Note: Those who apply and do not meet the eligibility requirements will not be able to reuse or transfer the exam code.

Additional Details

  • The CTFA exam code is not transferrable and may only be used by the purchaser. 
  • Each exam applicant must meet the CTFA Eligibility Requirements at the time of testing. 
  • This exam code expires on January 31, 2021.
  • Access to the Online CTFA Exam Prep will be available for only 12 months. Your 12-month access begins when you first launch the class.
  • As you begin preparing to sit for the exam, please review CTFA Resources that might assist you.

MinBanc Foundation Reimburses Training Costs

MinBanc Foundation, Inc. has distributed professional development grants in excess of $600,000 to further employee education and training opportunities at minority- and women-owned banks since their founding. MinBanc reimburses tuition, certificate and online training, and conference registrations—up to $5000 per bank, per calendar year. To learn more, visit minbanc.org or call 202-489-9932.

Other Information

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.