Today’s advisors need a deep understanding of client needs, industry shifts and changing relationship models. Learn what matters to clients today, and anticipate their needs in the future, with these training opportunities in wealth and trust.
Scroll Down to ExploreFind, develop and grow your bank's wealth management talent pool through every stage of their careers.
Explore the Lifecycle of an AdvisorLearn how personal finance, tax, insurance, retirement and estate planning work together to help clients define and achieve their objectives during and beyond their lifetime.
Learn how a client’s financial goals translate into their investment policy statements, inform investment decisions, what it means to be a prudent investor and how financial and non-financial assets work together.
Position yourself as a skilled advisor to not only your current clients, but also to future generations.
Learn and apply essential fiduciary principles with this set of courses designed to accelerate new advisors' readiness to work directly with wealth clients in a fiduciary capacity.
Explore the requirements to create a trust, common types of personal trusts, account acceptance and termination considerations, and other factors to consider in making discretionary distributions.
Gain a full understanding of the regulatory basis and importance of fiduciary compliance, its elements and how it affects your role as an advisor.
Gain a full understanding of fiduciary standards, rules and regulations designed to provide beneficiaries with the highest level of care and consideration by financial professionals.
Build the knowledge and techniques needed to engage with high-net-worth clients by going beyond traditional and credit-oriented programs.
View Certificate60+
online training courses covering everything from ethics to estate planning.
Self-Paced Training
Self-Paced Training
Self-Paced Training
Upcoming Webinar | October 3, 2024 | 1 - 2:30 PM ET
Upcoming Webinar | November 7, 2024 | 1 - 2:30 PM ET
Upcoming Webinar | November 14, 2024 | 2 - 3 PM ET
Upcoming Webinar | December 5, 2024 | 1 - 2:30 PM ET
ABA can license these certificate programs and online courses to your bank for multiple learners. To learn more, contact ABA Training.
Earn the only wealth certification grounded in fiduciary principles. Go beyond concepts into practical application while earning the Certified Trust and Fiduciary Advisor designation.
An interactive, online course that features self-assessment tools, access to an instructor and sample questions—all modeled after the actual exam.