Attendees | Wealth and Trust School - Advanced

Key Objectives

• Master the complexities of trust administration, fiduciary law, personal financial management, sales management, and tax and estate planning
• Apply theories learned in the classroom through real life scenarios and peer-to-peer exchange.
• Discover new ways to anticipate client needs and provide innovative solutions.

Who Should Attend

Program Credits 

Students who complete Levels 1 and 2 earn the ABA Wealth and Trust Schools diploma.

The ABA Advanced Wealth and Trust School curriculum is reviewed annually and approved for CTFA continuing education credits. The 2024 Advanced Wealth and Trust School has been approved for 30 CTFA credits.

The Certified Financial Planners Board is currently reviewing the amount of CFP credits for participation in the Advanced School. Instructions on how to claim CFP credits will be emailed to registrants within 3 business days after the school concludes.

In addition to earning credits, the school can be a component of your preparation for the Certified Trust and Fiduciary Advisor (CTFA) exam.