Lifecycle of an Advisor

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

Resources

Nationally Recognized Professional Certifications

The Certified Trust and Fiduciary Advisor (CTFA)
The only wealth certification grounded in fiduciary principles. This designation goes beyond concepts, into practical application of prudent wealth management principles across all aspects of a client’s financial life.
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Learning Opportunities with Continuing Education Credits
- Wealth Management and Trust Conference
- Presentations and podcasts, including the Wealth Management and Trust webinar series
- Certificates, including one in BSA and AML Compliance, Health Savings Account (HSA) Expert Certificate – demonstrating focused client services skills in this niche area

Recognize

Develop and communicate specific development plans to fill key roles

Resources

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

ABA-Wharton Emerging Leaders Certificates: strategy, engaging and motivating talent, and advanced leadership
Emerging Leaders Forum
ABA/IBA Women’s Leadership Symposium

Senior-Level Events

Offboard

Assistance with retirement planning

Resources

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.

Lifecycle of an Advisor

Attract

Human Resources

Find Your Future Videos

Job Board

Online Training

Onboard

Certificate

Course Bundle

Develop

Focused Online Training to Upskill Advisors

DEI

Wealth and Trust Schools

Engage and Motivate

Nationally Recognized Professional Certifications

Recognize

Senior-Level Events

Offboard

Succession Planning Toolkit

Retirement and Turnover

In Depth

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