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ABA: The American Bankers Association

Wealth Management and Trust Training & Events

Expert advisory skills are crucial to attracting and retaining loyal clients. These educational opportunities will help set you and your team apart. Show your clients you understand them, not just their product needs.

2026 Training & Development Budgeting Tool

Don’t fall behind the competition—make sure you budget for staff development in 2026. Use this new tool to get started.

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Featured Online Training

Early Career

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Experienced Professionals

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CTFA: Certified Trust and Fiduciary Advisor

The only wealth certification grounded in fiduciary principles, delivered by only ABA. 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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Wealth Management Certificates

Lifecycle of an Advisor

Training, events and ongoing professional development designed for every stage of a wealth management and trust professional's career.

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Wealth & Trust Schools and CTFA Can Take You Farther

The best in wealth and trust deserves the best training.

Become a well-rounded wealth and trust advisor for the next generation of clients with ABA’s Wealth and Trust Schools. Our schools also prepare you to earn ABA’s Certified Trust and Fiduciary Advisor designation, the most rigorous industry-recognized credential for wealth and trust advisors.

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