Description

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.

Requirements

You have two options to meet the Certificate requirements.

SELF-PACED ONLINE TRAINING OPTION

You must complete the following courses:

Asset Allocation and Portfolio Management

Economics & Markets

Education Planning Solutions for Minors

Estate Planning for Charitable Giving

Estate Planning for IRAs and Qualified Plan Balances

Estate Planning for the Marital Deduction

Estate Planning Solutions for the Business Owner

Fundamentals of Alternative Investment Products

Generation-Skipping Transfer Tax

Gift Taxation

Income Tax Planning

Managing Life Insurance Policies

Planning for Estate Tax

Prudent Portfolio Management

Special Needs Trusts

The estimated time to complete the 15 required courses is approximately 14 hours.

Additional information

Length	Approximately 14 hours
Credits	15 CTFA; 4 CSOP; 6 CRSP; 7 CISP
Member Price	2295.00
Non-Member Price	3095.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online