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ABA Trust School – Advanced

Sept. 22-27, 2019 • Emory Conference Center Hotel, Atlanta, GA

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Curriculum

Schedule  |  Course Descriptions  |  Independent Research Program

The ABA Advanced Trust School curriculum builds on the ABA Foundational Trust School and the ABA Intermediate Trust School curricula. The program consists of a residential five-day session and an Independent Research Program consisting of four case studies. The program includes the latest advanced strategies in:

  • Account Administration
  • Fiduciary law & Compliance
  • Personal Financial Planning
  • Investment Management
  • Tax & Estate Planning

See Course Descriptions.

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

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

 

 Related Programs

 
 

 Online Option

 
The Advanced Trust certificate may also be earned online with a series of self-paced courses.