AIB Personal Trust Diploma

The AIB Personal Trust Diploma is being retired. Students who are currently enrolled in the courses listed below must complete them by January 31, 2015 and apply for the diploma by August 31st, 2015.

Candidates who were interested in the diploma as a means of preparing for the Certified Trust and Financial Advisor (CTFA) designation should consider the CTFA Online Review Course.
ABA has introduced a new suite of online trust and wealth management courses for your training needs.‚Äč

Required Courses

  • A Guide to Ethics for Trust Professionals – still available
  • Introduction to Trust Administration – still available
  • Introduction to Estate Planning – still available
  • Introduction to Investment Management – still available
  • The following courses are no longer available:
  • Discretionary Distributions
  • Estate Planning for the Marital Deduction
  • Estate Planning Overview
  • Federal Estate and Gift Taxes
  • Fiduciary Income Taxes
  • Fiduciary Law
  • Investments I
  • Managing Trust Accounts
  • Retirement Planning
  • Estate Planning Final Case Study
  • Estate Planning for Charitable Giving
  • Estate Planning for Lifetime Gifts
  • Estate Planning for the Business Owner
  • Financial Planning Skills
  • Generation Skipping Transfer Tax
  • Investments II
  • Life Insurance and Annuities
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