ABA Certificate in Trust: Advanced


For the experienced professional, this online program, or immersive school, provides an in-depth understanding of the fiduciary role, and prepares wealth and trust professionals to propose sophisticated solutions to complex client situations covering estate planning, trust administration, investment management concepts and ethical behavior.

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.

Required 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
Generation-Skipping Transfer Tax
Gift Taxation
Income Tax Planning
Managing Life Insurance Policies
Minimizing Fiduciary Risk and Litigation
Planning for the Estate Tax
Prudent Portfolio Management
Special Needs Trusts

The estimated time to complete the 15 required courses is approximately 14 hours. Students have access to the curriculum for 1 year from date of purchase.

NYBA will glady process your enrollment for you. Simply, print, complete and return the registration form. This saves you the step of setting up an online account.

ABA Certifications: 15 CTFA; 4 CSOP; 6 CRSP; 7 CISP

Related Training:

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

NYBA Professional Development at (212) 297-1679 or education@nyba.com.
Enroll Online
Member $2,295
Non-Member $3,095

Full Course List

Print Registration Form
To license this course for multiple learners, contact NYBA Professional Development.