Licensed Training: Wealth Management and Trust | American Bankers Association

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Stay Ahead of the Change

With five generations of clients in today’s market, there is no such thing as a ‘one-size-fits-all’ approach to wealth management. To help your advisors stay ahead of the change, turn to online training from ABA.

These enhanced offerings include seven new online certificate programs and nearly 60 flexible courses for your wealth and trust team. Ensure they are equipped with the latest knowledge to maintain, deepen and enhance client relationships, compete in today’s market and excel as an advisor.

Prepare for the next era of wealth management with training built for today, and focused on tomorrow.

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7 Wealth Management Certificates

Asset Management

A thorough study of financial and non-financial assets and how they work together in helping clients meet their financial goals

Core Concepts and Ethics for Fiduciary Advisors

Designed to accelerate onboarding of professionals moving into fiduciary-based advisory roles

Fiduciary Principles and Ethics

A comprehensive overview of fiduciary standards, rules and regulations designed to provide beneficiaries with the highest level of care and consideration by financial professionals

Fiduciary Relationship Management

A deeper exploration of fiduciary relationships to prepare advisors to meet not only today’s clients’ needs, but also the needs of future generations

Fiduciary Risk and Compliance

A detailed overview of fiduciary risk management principles, and the federal regulations that guide bank policy and client engagement

Integrated Wealth Planning and Advice

Core elements of wealth planning for taxes, education, insurance, retirement, wealth transition and philanthropy, aimed at helping clients achieve financial goals during their lifetime and beyond

Trust Administration

A review of common types of trusts developed for specific purposes, how these accounts are administered, and the risks associated with administration

Asset Management

Courses included in this certificate:

Introduction to Investment Management
Economics and Markets
Importance of Proper Titling of Assets and Regular Titling Reviews
Asset Allocation and Diversification
Investment Policy
Investment Products
Sustainable and Responsible Investing
Bond Selection and Analysis
Stock Selection and Analysis
Alternative Investment Products
Developing a Personalized Wealth Management Strategy
Investment Strategies for Inherited Wealth
Prudent Portfolio Management
A Deeper Dive into Non-Financial Assets
Applied Behavioral Finance
Understanding and Explaining Investment Performance

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Core Concepts and Ethics for Fiduciary Advisors

Courses included in this certificate:

Introduction to Integrated Planning and Advice
Introduction to Investment Management
Trust Fundamentals
Introduction to Fiduciary Risk Management and Compliance
Understanding Fiduciary Principles
Applying Fiduciary Principles and Ethics
Fiduciary Ethics

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Fiduciary Principles and Ethics

Courses included in this certificate:

Understanding Fiduciary Principles
Applying Fiduciary Principles and Ethics
Fiduciary Ethics

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Fiduciary Relationship Management

Courses included in this certificate:

Managing the Dynamic Nature of Client Financial Needs
Know Your Competition
Mastering the Art of Inquiry
Engaging in Multigenerational Conversations with Clients
Developing and Delivering a Compelling Personal Value Proposition
Effective Client Engagement Through “Wealth Personas”
Emotional Intelligence for Wealth Advisors
Understanding Gender, Culture, and Generational Influences in Managing Wealth
Engaging With Centers of Influence
Interacting with Financial Advisors
Selling Value

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Fiduciary Risk and Compliance

Courses included in this certificate:

Introduction to Fiduciary Risk Management and Compliance
Managing Fiduciary Risk and Litigation
Fiduciary Compliance
Environmental Liabilities of Fiduciaries

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Integrated Wealth Planning and Advice

Courses included in this certificate:

Introduction to Integrated Planning and Advice
Tax Planning
- Individual Income Tax
- Fiduciary Income Tax
- Gift Strategy and Taxation
- Generation-Skipping Transfer Tax
- Federal Estate Tax
- Post-Mortem Tax Planning
Insurance Planning
- Fundamentals of Insurance
- Life Insurance Policies
- Annuities
- Planning Considerations for Life Insurance
Retirement Planning
- Planning for Retirement
- Qualified Retirement Plans
- Individual Retirement Accounts
Estate Planning
- Estate Planning Fundamentals
- Estate Planning for the Marital Deduction
- Philanthropic Planning
- Education Planning for Minors
- Estate Planning for the Business Owner
Advising Clients
- Full Balance Sheet Advice
- Structure Analysis and Advice

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Trust Administration

Courses included in this certificate:

Trust Fundamentals
Introduction to Trust Administration
Duties and Powers of the Trustee
Types of Trusts
Discretionary Distributions
Account Acceptance and Termination
Estate and Probate Administration
Special Needs Trusts
Preparing the 706

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Get Started: Purchase Training for a Team

To license this course to your bank for multiple learners, please contact ABA Training.

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