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ABA Certificate in Trust: Foundational

Strengthen or establish your understanding of basic wealth management and trust principles, either online or in-person. Either option provides an introduction to estate planning, trust administration, investment management concepts, and ethical behavior. For those wishing to earn the CTFA designation, the ABA Certificate in Trust: Foundational satisfies the first of three levels of study required to sit for the exam.

 

Required Courses

You must complete the following courses:

​The estimated time to complete the 9 required courses is approximately 10 hours.

​Course Credits

ABA Professional Certifications: 12.5 CTFA; 8.5 CSOP; 6.5 CRSP; 5.75 CCTS, 4.75 CISP​

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​Questions? Please contact ABA Training for more information.

 

 Purchase

 

Online Series Option


Residential Option
Certificate may be earned through one week of immersion learning at ABA Trust School - Foundational.

Purchase for a Team
To license ABA Trust Certificates to your bank for multiple learners, please contact ABA Training.

 

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