Advanced Wealth and Trust School

October 14-17, 2024

Emory Conference Center

Atlanta, GA

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The advanced school is professional development for wealth management and trust professionals. The program focuses on identifying and addressing complex financial needs through engaging instructor-led discussions and case study analyses. Key themes include:

Developing and delivering full, balanced advice
Advanced Investment strategies
Complex administration topics and
Navigating the dynamic nature of clients’ financial needs in context of generational, gender and cultural characteristics

Courses are led by industry practitioners who bring practical, real-world experience to each session. This professional development environment provides attendees with an opportunity to work in cohort teams to maximize interaction and form lasting connections.

School Highlights

Why You Should Attend

In-Depth Experience

Advanced learning in fiduciary and trust activities, financial planning, tax law and tax planning, investment management and ethics.

Prepare for the Future

Insights that can help strengthen and grow your market base.

Networking Opportunities

Dedicated time to interact with industry experts and your peers.

Earn CTFA Credits

The 2024 Advanced Wealth and Trust School has been approved for 30 CTFA credits.

What People Are Saying

"The Advanced Trust School was an excellent investment in my career. It allowed me to learn from the best trust and estate planning minds in the country. This is a well-planned and conducted program that provides valuable information, knowledge, and skills for Trust Officers. I am very happy to have attended."

"The curriculum broadened my understanding of the trust business and ways to manage risk. I gained insights on issues that affect my business from the diverse group of instructors. I now have new ways to look at client interactions, as well as think about my employer's policies and procedures in a more global view."

"The school heightened my ability to retain and attract quality clients by increasing my skills and expertise in estate planning and fiduciary management. I am now very comfortable discussing complex trust and estate planning issues with attorneys and other trust professionals.”

“This program is a must for serious minded trust professionals who want to elevate their skills to a higher level."