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ABA Certificate in Trust: Intermediate

Ideal for individuals with some field experience who have mastered the concepts introduced in the foundational trust certificate, either online or in-person. Learn the tools available to a fiduciary, such as estate planning, trust administration, investment management concepts and ethical behavior. for those wishing to earn the CTFA professional designation, the ABA Certificate in Trust: Intermediate satisfies the second 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 17 required courses is approximately 18 hours.

​Course Credits

ABA Professional Certifications: 16 CTFA; 8 CSOP; 6 CRSP; 3 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 the ABA Trust School - Intermediate​​.

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

 

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