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ABA National Trust School
NTS Homepage
Curriculum
| Account Administration Courses | Fiduciary Law Courses |
|
- Building Trust Expertise: Trust Administration |
- Fiduciary Risk and Litigation - Regulation and Compliance |
| Personal Financial Planning Courses | |
| - Introduction to Retirement Planning | |
| Tax and Estate Planning Courses | Investment Management Courses |
| - Generation Skipping Tax - Federal Estate and Gift Taxation - Fiduciary Income Tax - Estate Planning |
- Building Trust Expertise: Investment Mgmt (completed online prior to start of program) - Investment Products - Fixed Income Concepts |
Account Administration
The Account Administration courses provide the fundamentals of trust administration, giving you a solid theoretical framework in account management and fiduciary oversight. In addition, the faculty draws from its experience to add practical observations and lessons you can apply immediately. This combination of a strong theoretical foundation and practical application helps you perform as a leader and catalyst for growth in your organization.
Fiduciary Law
The Fiduciary Law courses expand your understanding of legal, regulatory and compliance issues. You'll get a solid foundation of the principals of fiduciary law and the risks inherit in our industry. In addition, the faculty will share practical observations and lessons that help you immediately address these issues. The program equips you to understand and minimize risk and litigation for your organization.
Tax and Estate Planning
You'll gain valuable knowledge about our transfer tax system, methods of reducing estate taxes and estate planning techniques, from the simple to the sublime. Successful completion of these classes enables you to better serve your clients in an advisory role and to understand strategies recommended by clients' legal and tax advisors. Faculty members are carefully selected for their technical knowledge, passion for the subject and sincere desire to develop other professionals.
Personal Financial Planning
The Personal Financial Planning curriculum recognizes the shift in our industry to offering a broad range of financial services and the central role financial planning plays in identifying current and future needs that can be met by those services.
Investment Management
The Investment Management courses provide the knowledge you need to maintain strong relationships with both your clients and their investment advisors. Instructors deliver a solid foundation in classic investment concepts, as well as address cutting-edge investment practices. The goal is to help you deal confidently and knowledgeably with the frontline investment requirement of your clients.
Questions? Please contact Maryann Johnson or Gloria Becker for more information.
