ABA Certificate in Trust: Foundational

Course Number: ABA

Course Code: ABA

Strengthen or establish your understanding of basic wealth management and trust principles, either online or in-person. Either option provides an introduction to estate planning, trust administration, investment management concepts, and ethical behavior. For those wishing to earn the CTFA designation, the ABA Certificate in Trust: Foundational satisfies the first of three levels of study required to sit for the exam.

Required Courses
You must complete the following courses:

• Estate and Guardian Administration
• Fiduciary Ethics
• Introduction to Estate Planning
• Introduction to Investment Management
• Introduction to IRAs
• Introduction to Planning for Retirement Assets
• Introduction to Trust Administration
• Minimizing Fiduciary Risk and Litigation

The estimated time to complete the 8 required courses is approximately 7.5 hours.

Audience:

Prerequisites: None

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