eLearning Course Catalog     Log Into ABA eLearning     AIB Overview   ABA eLearning - Self-Paced Online Training: Building Trust Expertise ABA's Building Trust Expertise (BTE) eLearning curriculum offers the very best in technical training and practical application techniques.  The 20 online courses in the (BTE) curriculum provide strong foundational knowledge in the core areas of trust administration and fiduciary law. Offered in three progressive levels of learning, BTE builds the knowledge and confidence of your staff to work with high net worth clients, deliver superior client service, and expand your trust business. Each level can be completed individually, and completing all three levels (along with the CTFA Online Review course) meets the educational requirements to sit for the Certified Trust and Financial Advisor (CTFA) designation offered through the Institute of Certified Bankers (ICB), the industry's only online program that does.  Most courses also provide CTFA continuing education credits.   Building Trust Expertise Curriculum Click on course titles for descriptions   Level 1 Level 2 Level 3 $750 Member/ $999 Non-Member* $1,095 Member/ $1,499 Non-Member* $995 Member/ $1,299 Non-Member* Introduction to Trust Administration Introduction to Estate Planning Introduction to Investment Management       Discretionary Distributions Estate Planning Overview Estate Planning for the Marital Deduction Federal Estate and Gift Taxes Fiduciary Income Taxes Fiduciary Law Investments I Managing Trust Accounts Retirement Planning   Estate Planning for Charitable Giving Estate Planning for Lifetime Gifts Estate Planning for the Business Owner Estate Planning Final Case Study Financial Planning Skills Generation Skipping Transfer Tax Investments II Life Insurance and Annuities BTE Levels 1, 2 and 3 = $2,840 Member/$3,797 Non-Member* Courses may also be purchased individually:  Level 1- $335 Members; $450 Non-Members  Levels 2 and 3 - $160 Members; $215 Non-Members Member rates for NYBA or ABA members Log in to ABA eLearning to enroll or call 212-297-1679/elegg@nyba.com for more information or assistance.  Call to discuss discounts for team enrollments. Level 1 - Course Demos Use the links below to click through short sections of courses, experience sample interactivities and access built-in resources that are typical of the entire curriculum. Introduction to Estate Planning Introduction to Investment Management Introduction to Trust Administration Want to register for a course?     Log in to ABA eLearning on nyba.com ABA eLearning Course Catalog Remember:  Self-paced courses allow you to begin as soon as you register and to proceed entirely at your own pace.  If you need registration assistance, call Elisa Legg at (212) 297-1679 or email elegg@nyba.com.  Please call to discuss volume pricing discounts.

The New York Bankers Association is a Local ABA Training Provider.