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ABA Trust School – Advanced

Sept. 23-28, 2018 • Emory Conference Center Hotel, Atlanta, GA​

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Attendees

Testimonials  |  Justification Kit

Key Objectives

  • Master the complexities of trust administration, fiduciary law, personal financial management, sales management, and tax and estate planning
  • Apply theories learned in the classroom through real life scenarios and peer-to-peer exchange.
  • Discover new ways to anticipate client needs and provide innovative solutions.

Who Should Attend

  • CTFAs
  • Attorneys
  • Estate Advisors
  • Financial Planners
  • Investment Officers
  • Paralegals
  • Private Bankers
  • Trust Administrators
  • Trust Counsel
  • Trust Managers
  • Trust Officers
  • Trust Tax Specialists

Program Credits

Students who complete this school earn the ABA Advanced Trust certificate.

Students who complete the Intermediate and Advanced Trust Schools, as well as the independent research program, earn the ABA Trust Schools diploma.

The ABA Advanced Trust School curriculum is reviewed annually and approved for CTFA continuing education credits.

In addition to earning credits, the School can be a component of your preparation for the Certified Trust & Financial Advisor (CTFA) exam.


​Questions? Please contact Sheryl Brannon​ for more information.

 

 Related Programs

 
 

 School Transcripts

 

Transcripts or attendance verification for the ABA Trust Schools are available from 1990 to present.

To request either document, please e-mail Daisy Johnson with your name (maiden last name), school attended, year of attendance and location.