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ABA: The American Bankers Association
Guide

Lifecycle of an Advisor

  • Published February 18, 2025

Wealth management training, events and ongoing professional development designed for every stage of an advisor’s career.

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Find, develop and grow your bank’s wealth management talent pool through every stage of their careers.
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Attract

  • Promote wealth management as a career of choice
  • Purposefully develop a diverse team of advisors

Human Resources

Your home base for workforce development guidance

Learn More 

BankTalentHQ

Post open positions and find additional hiring resources

Explore the Job Board

Online Training

Courses on interviewing and leveraging the benefits of a diverse workforce

View All Online Training

Onboard

  • Jump-start effective job performance with onboarding training
  • Communicate the organization’s culture and ethics

Certificate

View All Certificates

Course Bundle

Develop

  • Implement a talent management program for every team
  • Manage performance

Focused Online Training to Upskill Advisors

Emerging Leaders Open Committee

Open to all emerging leaders in the banking industry. Connect with other bankers and use your voice to help shape the future of banking.

View Committee Resources

Wealth and Trust Schools

  • Level I – designed for those just starting out or building their career, and covers all the fundamentals
  • Level II – focused on fine-tuning existing skills with an introduction to more advanced trust concepts, and preparing advisors to earn their CTFA
  • Advanced school – helps experienced advisors master advanced fiduciary-based concepts and complex client situations

View All Wealth and Trust Schools

Engage and Motivate

  • Ongoing training and education for advisors of every level
  • Opportunities for in-role and career progression

Nationally Recognized Professional Certifications

  • Certified Trust and Fiduciary Advisor
    When you earn an ABA certification, it speaks for you. Here’s what it says:
    • You have exceptional wealth management and fiduciary experience.
    • Senior management can have confidence in your qualifications.
    • You’re committed to career development.
    Learn More

Learning Opportunities with Continuing Education Credits

Emerging and Rising Leaders

  • Develop and communicate specific development plans to fill key roles

Rewards and challenging experiences make a difference. Incorporate these training solutions into your offerings for emerging leaders.

Senior-Level Events

Offboard

  • Assistance with retirement planning

Succession Planning Toolkit

Do you have a plan for who will next lead your team of advisors? This toolkit includes an easy-to-follow framework for identifying new leaders across the organization and managing critical staffing transitions.

View the Toolkit

Retirement and Turnover

With a wave of baby boomers retiring, plus the normal rate of staff turnover, proactive planning is essential. ABA can help you think strategically about benefits and practices to successfully offboard staff. 

Stay Connected and Informed

  • Additional opportunities for the entire wealth team—included with your ABA membership.

ABA Communities

  • Wealth Management & Trust Exchange
    Wealth management trends are always changing. With data, news and best practices, this forum helps you keep up — so you can better serve your clients.

Banker Employee Resource Group

  • ABA’s Banker Employee Resource Groups, or ERGs, are industry-wide resource groups to support people with shared life experiences and common identities and their allies for career support and connection. Our ERGs are open to all bankers. Current groups: Black Bankers ERG, AAPI Bankers ERG, Women CEO Peer Group, Women in Model Risk Management and Development Forum.

Email Bulletins

  • Wealth Management & Trust Email Bulletin
    Quarterly updates on state and federal fiduciary legislation, regulation and litigation—and expert insights to make sense of it all.
  • ABA Daily Newsbytes
    Morning news so you can stay up to date on what’s happening in Congress, at the regulatory agencies and at ABA.

In Depth

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