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:

  • A Guide to Ethics in Fiduciary and Trust Activities
  • A Guide to Ethics in Investments
  • Estate and Guardian Administration
  • 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 9 required courses is approximately 10 hours.

Audience:

Prerequisites: None

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Member Price: $1495.00
Non-Member Price: $1995.00
Textbook Charge: $0.00

Credits: 12.5 CTFA; 8.5 CSOP; 6.5 CRSP; 5.75 CCTS; 4.75 CISP

Length: Approximately 10 hours

ABA Training