Wealth and Trust School Level 1

April 22, 2025 - May 1, 2025

Virtual School

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Acquire the Fundamentals

Clients' financial lives are continually evolving, and as a result, their needs change. This program will walk you through those changes in context of the financial lifecycle, helping you understand, analyze, plan and advise on solutions in a fiduciary framework that contribute to a client’s financial success. Participants will be involved in discussions regarding tax, retirement, and estate planning, insurance, investment management, financial planning and ethics. An emphasis is also placed on effective client engagement.

Prior to attending, students will be required to complete online introductory courses. These courses are included in your registration cost and access instructions will be sent via email after completing registration.

After completing Wealth and Trust Schools Level 1 and 2, the pre-certification education requirement is fully met for the Certified Trust and Fiduciary Advisor (CTFA) designation. Review the full list of eligibility requirements to sit for the CTFA exam.

Curriculum Overview

ABA Wealth and Trust School Level 1 offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of wealth management professionals, including prominent bankers, attorneys, and industry experts.

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Get There Faster

Completion of Level 1 is the halfway point toward the pre-certification education requirement for the Certified Trust and Fiduciary Advisor (CTFA) designation. After completing it, along with Level 2, that requirement if fully met. Review the full list of eligibility requirements to sit for the CTFA exam.

View CTFA Requirements

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.

What People Are Saying

"The Foundational Trust School provided me with skills and tools that will allow me to more effectively manage my client relationships. The diversity of the instructors is a major benefit as each instructor has a unique way of dealing with particular client situations."

"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.”