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ABA Trust School – Foundational

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

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Attendees

Testimonials  |  Justification Kit

Key Objectives

  • Learn to optimize the fundamentals of trust administration to meet your clients' needs
  • Recognize risks in the fiduciary business and how to avoid them
  • Grasp legal considerations that affect trust investments
  • Develop trust solutions that will lead to new business opportunities

Who Should Attend

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

Program Credits

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

The ABA Trust School - Foundational 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. 

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

 

 Related Programs

 
 

 School Transcripts

 

Transcripts and Verification of Attendance to 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.