ABA Certificate in Trust: Intermediate

$2,295.00

Description

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:

  • 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 Ethics
  • 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 16 required;courses is approximately 17.5 hours.

    Additional information

    Length

    Approximately 17.5 hours

    Credits

    15.5 CTFA; 8 CSOP; 6 CRSP; 3 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

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