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Attendees | Wealth and Trust School Level 2

  • November 4-14, 2024
  • Virtual School
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Key Objectives

  • Develop advanced proficiency in trust administration, fiduciary law, personal income tax planning, and tax and estate planning
  • Learn through challenging and lively classroom lectures, group discussions and interactive case studies
  • Fine-tune the skills you need to be a confident and successful trust officer.

Who Should Attend

  • Attorneys
  • Estate Advisors
  • Financial Planners
  • Investment Officers
  • Paralegals
  • Private Bankers
  • Trust Administrators
  • Trust Counsel
  • Trust Managers
  • Trust Officers
  • Trust Tax Specialists

Program Credits 

The Wealth and Trust School Level 2 curriculum is reviewed annually and approved for CTFA continuing education credits.

Attending Wealth and Trust School Level 1 and Level 2 is required to meet the training requirements for the Certified Trust and Fiduciary Advisor (CTFA) exam. The advanced level is offered as an advanced, continuing educational school.

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.

Sign Up for UpdatesContact Kim