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.