This site uses cookies to improve your browsing experience, gather site analytics and activity, track shopping cart contents, and deliver relevant marketing information.
View our privacy policy and manage your settings here. By using our site you agree to these terms.

ABA Trust School – Advanced

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

School banner


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.

​​ ​​​​​​​​​​

​Questions? Please contact Jon Alenik for more information.


 Related Programs


 Online Option

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