The ABA Certificate in Trust: Advanced provides an in-depth understanding of the fiduciary role. Learn to propose sophisticated solutions to complex client situations on topics like estate planning, trust administration, investment management, and ethics. For those wishing to earn the CTFA professional designation, the ABA Certificate in Trust: Advanced satisfies the third of three levels of study required to sit for the exam.
You have two options to meet the Certificate requirements.
SELF-PACED ONLINE TRAINING OPTION
You must complete the following courses:
The estimated time to complete the 15 required courses is approximately 14 hours.