What to Expect | Wealth and Trust School Level 2

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 2, virtually. What can I expect?

Prior to the school:

• Complete mandatory pre-work assignments. You will be automatically enrolled eight weeks prior to the start of the school.
• Submit your address to ABA when requested. Your materials will be mailed to you prior to the start of school.
• View the updated schedule.
• Ensure you have access to Zoom and the ABA Schools Platform.

It’s class day. What can I expect?

• You will need to log into the ABA Schools Platform. Login information will be sent October 31, 2024.
• 10 minutes prior to the session start time, a “join” button will appear. Click the button to launch your ZOOM application.
• All sessions will be live and you will be able to interact with faculty and your classmates.
• Sessions will be recorded and available to replay 48 hours after they are presented. You will have recording access until January 15, 2025.
• 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.
• Access any classes you’d like to revisit or missed until January 15, 2025.
• Pull your certificate of completion.