Advanced Wealth and Trust School

October 14-17, 2024
Emory Conference Center
Atlanta, GA

Register View Program

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.

Register Today

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."

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.

Sign Up for Updates Contact Kim