ABA Certificate in Trust: Foundational


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.

Required Courses
A Guide to Ethics in Fiduciary and Trust Activities
A Guide to Ethics in Investments
Estate and Guardian Administration
Introduction to Estate Planning
Introduction to Investment Management
Introduction to IRAs
Introduction to Planning for Retirement Assets
Introduction to Trust Administration
Minimizing Fiduciary Risk and Litigation

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.

ABA Certifications: 12.5 CTFA; 8.5 CSOP; 6.5 CRSP; 5.75 CCTS, 4.75 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 $1,495
Non-Member $1,995

Full Course List

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