What to Expect | Wealth and Trust School Level 1

Which school level is right for me?

• Level 1 and Level 2:
  • Wealth and Trust Professionals brand new to 5 years into their career
  • Wealth and Trust Professionals interested in expanding or polishing existing experience
  • Individuals seeking to achieve ABA’s Certified Trust and Fiduciary Advisor (CTFA) designation
  • The two levels build off each other and it is encouraged, but not required, that you attend both.
• Advanced:
  • Wealth and Trust Professionals interested in expanding their knowledge by diving deep into advanced topics and current issues
  • Individuals seeking to achieve ABA’s Certified Trust and Fiduciary Advisor (CTFA) credit

I am attending Level 1, in person. What can I expect?

Prior to the school:

• Book your hotel reservation and make travel plans.
• Complete mandatory pre-work assignments. You will be automatically enrolled eight weeks prior to the start of the school.
• View the updated schedule.
• Download and enroll in the mobile app (instructions to be provided).
• Attend the school orientation session on October 8.

It’s class day. What can I expect?

• Registration will be open at 7:00 am. Come to the Garden Overlook to pick up your name badge and register.
• Materials will be handed out for each school. Be sure to plan for room to bring these student notebooks home.
• Network with your fellow attendees, the faculty and board. Ask questions and make this class your own. Remember, you get what you put in!
• Breaks will be given throughout the day.
• All sessions are in Eastern time.

Class is over. Now what?

• Congratulate yourself on a job well done.
• Don’t forget to continue to make connections with classmates, faculty and board.
• Pick up your certificate of completion in Garden Overlook.