BUILDING TRUST EXPERTISE

Course Description
ABA's new Building Trust Expertise online program offers training for entry-level trust professionals.  The program is specifically designed to help your new professionals identify key issues and use common trust terminology appropriately.  It consists of 10 lessons and a final exam.

Audience
New trust administrators, trust associates, private bankers, financial planners, trust tax professionals, trust compliance officers, business development officers, and trust operations officers who work in the trust department.

Topics Covered

• Introduction to Trust Administration & Account Acceptance and Termination

• Discretionary Distributions

• Income Tax

• Introduction to Transfer Taxes

• Basic Estate Planning

• Investment Types & Stock Selection and Analysis

• Bond Selection and Analysis & Portfolio Management

• Economics and Investments & Legal Considerations

Textbooks

• Book 1: Building Trust Expertise: Trust Administration

• Book 2: Building Trust Expertise: Taxation & Estate Planning

• Book 3: Building Trust Expertise: Investment Management

Credits
AIB:  3.0
ICB:  23 CTFA

Delivery Method
This course is available in the following formats:

• AIB Online Instructor-led course
  Length:  10 weeks
  Price:  $795 members; $1050 non-members
  ENROLL NOW
  AIB Online course offered through Summer 2005. 
   

• Classroom Instruction - Resources for in-house training
   

Back to AIB Online