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Wealth & Trust Schools and CTFA Can Take You Farther

Get the knowledge and skills you need to deepen your client relationships, address the unique needs of today’s clients — and advance your career.

See how far ABA training can take you. Check out our brochure now.

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Wealth and Trust Schools

Level 1

Build a Solid Foundation

Acquire a deeper understanding of the fundamentals. Learn how to better plan and advise on solutions that contribute to clients’ financial success. 

You’ll learn the latest strategies in:

  • Integrated wealth planning and advice
  • Asset management
  • Trust administration
  • Fiduciary relationship management
  • Fiduciary risk and compliance
  • Fiduciary principles

Class highlights:

  • Fiduciary Ethics
  • Account Acceptance and Termination
  • Client Engagement and Emotional Intelligence
  • Economics and Markets

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Level 2

Hone Your Expertise

Build on foundational concepts to further develop proficiency and learn how to implement your new knowledge. 

Class highlights:

  • Special Needs Trusts
  • Developing a Personalized Wealth Management Strategy
  • Generation-Skipping Transfer Tax
  • IRAs and Qualified Retirement Plans

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Advanced

Get Solutions for Complex Needs

In-depth sessions with discussion and case study analyses will help you craft complex investment strategies and develop and deliver full and balanced advice.

Class highlights:

  • Environmental Liabilities of Fiduciaries
  • Managing the Dynamic Nature of Client Financial Needs 
  • Importance of Proper Titling of Assets and Regular Titling Reviews
  • Philanthropic Planning

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Demonstrate Your Expertise with the CTFA

ABA’s Certified Trust and Fiduciary Advisor designation is the most rigorous industry-recognized credential for wealth and trust advisors.

Earn Your CTFA

  • Meet the eligibility requirements
  • Prepare for the exam with ABA’s online prep course
  • Choose an exam date and apply for the exam
  • Take the exam

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Maintain Your CTFA

Keeping your designation active has never been easier. Earn continuing education (CE) credits with our Advanced Wealth and Trust School, Wealth and Trust Conference, webinars and more.

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