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