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ABA Trust School – Advanced

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

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Independent Research Program

Curriculum  |  Course Descriptions

The Independent Research Program consists of three case studies chosen from four options. Student responses to each case study provide practical application to theories presented in the ABA Intermediate Trust School curriculum. Students will:

  • Analyze a situation
  • Consider available options
  • Recommend alternatives

Results should optimize client objectives while generating new business opportunities. Students spend an average of 8 - 10 hours completing each case study. Experienced industry practitioners evaluate each student's case study, and provide individual feedback.

Independent Research Program Case Study Topics

  • Investment Planning
  • Business Planning
  • Estate Planning Midlife
  • Estate Planning for Seniors

Benefits of Completing the Independent Research Program

  • Provides practical application to theories learned in the classroom.
  • Develops students' research skills & the ability to take action in non-routine situations.
  • Develops students' ability to analyze complex situations and explain them to management and clients.
  • Assists in preparing students for the CTFA exam.
  • Qualifies toward the ABA Trust Schools diploma.


Program ​Questions? Please contact Jon Alenik for more information.


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"The Independent Research Program is a vital part of the ABA Trust School curriculum. The cases provide an important link between the first and second year of the school, and are an excellent preparation tool for CTFA exam candidates."

"The ABA Trust School was invaluable to my professional development. I found the Independent Research Program an extremely effective way to apply the knowledge acquired in class."