ABA Certificate in Trust: Intermediate


Ideal for individuals with some field experience who have mastered the concepts introduced in the foundational trust certificate, either online or in-person (ABA Trust School-Intermediate). Learn the tools available to a fiduciary, such as estate planning, trust administration, investment management concepts and ethical behavior. For those wishing to earn the CTFA professional designation, the ABA Certificate in Trust: Intermediate satisfies the second of three levels of study required to sit for the exam.

Required Courses
A Guide to Ethics in Financial Planning
A Guide to Ethics in Tax Law & Tax Planning
Account Acceptance and Termination
Basic Characteristics of a Trust
Bond Selection and Analysis
Discretionary Distributions
Duties and Powers of the Trustee
Estate Planning to Achieve Client Goals
Fiduciary Income Tax
Fiduciary Law
Fundamentals of Life Insurance
How Trusts are Taxed
Investment Policy
Investment Products
Stock Selection and Analysis
Types of Insurance
Understanding Transfer Tax

The estimated time to complete the 17 required courses is approximately 18 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: 16 CTFA; 8 CSOP; 6 CRSP; 3 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

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