ABA Certificate in Trust: Intermediate

Course Number: ABA

Course Code: ABA

Ideal for individuals with some field experience who have mastered the concepts introduced in the foundational trust certificate, either online or in-person. Learn the tools available to a fiduciary, such as estate planning, trust administration, investment management concepts and ethical behavior. for those wishing to earn the CTFA professional designation, the ABA Certificate in Trust: Intermediate satisfies the second of three levels of study required to sit for the exam.

Required Courses
-You must complete the following courses:
-A Guide to Ethics in Financial Planning
-A Guide to Ethics in Tax Law & Tax Planning
-Account Acceptance and Termination
-Basic Characteristics of a Trust
-Bond Selection and Analysis
-Discretionary Distributions
-Duties and Powers of the Trustee
-Estate Planning to Achieve Client Goals
-Fiduciary Income Tax
-Fiduciary Law
-Fundamentals of Life Insurance
-How Trusts are Taxed
-Investment Policy?
-Investment Products
-Stock Selection and Analysis
-Types of Insurance
-Understanding Transfer Tax??
The estimated time to complete the 17 required courses is approximately 18 hours.

Audience:

Prerequisites: None