In This Section
The Advanced Wealth and Trust School curriculum builds on Levels 1 and 2 curricula. This school is designed to enhance your knowledge and to continue your professional development. The program consists of in-depth, comprehensive sessions and includes the latest advanced strategies in:
Visit ABA Certifications for more information about how to apply for the CTFA ABA Professional certification.
We’re working on this school’s program. To see the types of session you can expect, check out the 2023 program.
Mon, Oct 16
7:00 AM - 8:00 AM | Breakfast |
7:00 AM - 8:30 AM | Registration |
8:45 AM - 10:15 AM | Advanced Trust Administration Topics: Making Complex Decisions (Discussion) |
10:15 AM - 11:00 AM | Advanced Trust Administration Topics: Making Complex Decisions (Case Study) |
11:15 AM - 12:15 PM | Importance of Proper Titling of Assets and Regular Titling Reviews (Discussion) |
12:15 PM - 1:45 PM | Lunch |
1:45 PM - 2:30 PM | Importance of Proper Titling of Assets and Regular Titling Reviews (Case Study) |
2:45 PM - 4:30 PM | Environmental Liabilities of Fiduciaries (Discussion) |
4:30 PM - 5:15 PM | Environmental Liabilities of Fiduciaries (Case Study) |
5:30 PM - 6:30 PM | Welcome Reception |
Tues, Oct 17
7:00 AM - 8:00 AM | Breakfast |
8:00 AM - 9:15 AM | Asset Allocation and Diversification (Discussion) |
9:15 AM - 10:00 AM | Asset Allocation and Diversification (Case Study) |
10:15 AM - 11:15 AM | Full Balance Sheet Advice (Discussion) |
11:15 AM - 12:00 PM | Full Balance Sheet Advice (Case Study) |
12:00 PM - 1:15 PM | Lunch |
1:15 PM - 1:30 PM | ABA Membership Presentation |
1:30 PM - 2:15 PM | Ethical Topics in Trust Administration (Discussion) |
2:15 PM - 3:00 PM | Ethical Topics in Trust Administration (Case Study) |
3:15 PM - 4:30 PM | Women in Banking |
Wed, Oct 18
7:00 AM - 8:00 AM | Breakfast |
8:30 AM - 9:30 AM | Investment Strategies for Inherited Wealth (Discussion) |
9:30 AM - 10:15 AM | Investment Strategies for Inherited Wealth (Case Study) |
10:30 AM - 11:15 AM | Alternative Investment Products (Discussion) |
11:15 AM - 12:00 PM | Alternative Investment Products (Case Study) |
12:00 PM - 1:15 PM | Lunch |
1:15 PM - 2:30 PM | Managing the Dynamic Nature of Client Financial Needs (Discussion) |
2:30 PM - 3:15 PM | Managing the Dynamic Nature of Client Financial Needs (Case Study) |
3:30 PM - 4:45 PM | Understanding Generational, Gender and Cultural Characteristics in Managing Wealth (Discussion) |
4:45 PM - 5:30 PM | Understanding Generational, Gender and Cultural Characteristics in Managing Wealth (Case Study) |
5:00 PM - 8:00 PM | Mid-week Celebration |
Thurs, Oct 19
7:00 AM - 8:00 AM | Breakfast |
8:00 AM - 10:00 AM | Advanced Philanthropic Planning Strategies & Administration (Discussion) |
10:00 AM - 10:45 AM | Advanced Philanthropic Planning Strategies & Administration (Case Study) |
11:00 AM - 12:00 PM | Wealth Management and Trust Review |
12:15 PM - 12:30 PM | Course Wrap-Up/Adjourn |
Lunch (optional) |
Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.