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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