ABA Certificate in Trust: Foundational
ABA SELF-PACED ONLINE TRAINING
Strengthen or establish your understanding of basic wealth management and trust principles, either online or in-person (ABA Foundational Trust School). Either option provides an introduction to estate planning, trust administration, investment management concepts, and ethical behavior. For those wishing to earn the CTFA designation, the ABA Certificate in Trust: Foundational satisfies the first of three levels of study required to sit for the exam.
The estimated time to complete the 9 required courses is approximately 10 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.
12.5 CTFA; 8.5 CSOP; 6.5 CRSP; 5.75 CCTS, 4.75 CISP
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679