ABA Trust School (Foundational)

September 23 – 28, 2018 • Emory Conference Center Hotel, Atlanta, GA


Application | Intermediate Trust School | Advanced Trust School

Fundamental Trust Education

This intensive five-day program is designed for those launching their career by providing a solid grounding in fiduciary, Tax, Investments, Financial Planning, and Ethics

Applicants should have at least one year of experience in the trust industry.

 

Curriculum

The ABA Foundational Trust School offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys, and industry experts. In addition, students have the opportunity to build a nationwide network of peers and industry leaders – a vital resource for years to come.  Over five days, students receive a solid foundation in the technical skills and knowledge required in the trust, investment, financial planning, and estate planning industry. The world-class program includes the latest strategies in:

  • Account Administration
  • Fiduciary Law & Compliance
  • Tax & Estate Planning
  • Personal Financial Planning
  • Investment Management

Key Benefits

  • Learn to optimize the fundamentals of trust administration to meet your clients’ needs
  • Recognize risks in the fiduciary business and how to avoid them
  • Grasp legeal considerations that affect trust investments
  • Develop trust solutions that will lead to new business opportunities

Who Should Attend

  • Trust Administrators
  • Trust Managers
  • Trust Counsel
  • Trust Tax Specialists
  • Estate Advisors
  • Investment Officers
  • Financial Planners
  • Private Bankers
  • Attorneys
  • Paralegals

Additional Information

Team Discount

Send a team of two or more employees and take advantage of the following team discounts:

  • 2-3 attendees receive a 5% tuition discount
  • 4-10 attendees receive a 10% tuition discount
  • 11+ attendees receive a 15% tuition discount

Tuition Fees
2017 Fees: $2,195 ABA Members, $3,195 Non-Members (2018 fees available soon)
Fees include tuition, lunch, breaks and instructional materials. Housing is an additional $199/night (+ tax) paid directly to the Emory Conference Center Hotel upon checkout.

Hotel Reservations and Deadlines
The ABA Trust Schools will be held at the Emory Conference Center Hotel, located at 1615 Clifton Road, Atlanta, GA 30329 (Tel: 404-712-6000). Students should plan to arrive at the hotel Sunday, September 23, in time for registration (10:30 am- 12:30 pm). Orientation begins at 12:30 pm. Students should plan to depart after classes adjourn on Friday, September 28, at approximately 11:30 am. The CTFA exam will be offered on Saturday, September 29, from 9:00 am – 1:00 pm.

Call the Emory Conference Center hotel at 404-712-6565 or 800-933-6679 to make your hotel reservations. Mention the ABA National or Graduate Trust School to get the discounted rate of $199/night (+tax) for single occupancy per night. All reservations as well as changes in arrival, departure, type of accommodations, or cancellations must be made directly with the hotel.  After August 28, rooms are subject to availability and prevailing rates will apply. For more information about the hotel, visit www.emoryconferencecenter.com.

The hotel rate extended to participants of the ABA Trust Schools is an ABA negotiated rate.  This rate is inclusive of other school-related services, full breakfast, dinner and class events.  If you book a room at Emory through a travel agent or other means at a lower rate, you will be billed an additional rate for school-related services extended to you onsite as part of the ABA program.

2018 Class Schedule
Registration will take place on Sunday, September 23 between 10:30 am and 12:30 pm.  Orientation and first classes will run between 12:30 and 5:30 pm.  Classes will run Monday – Thursday from 8 am to 5:30 pm.  Friday classes are scheduled from 9 am to 12:00 noon. 

Admission Criteria
ABA recommends students have at least one year of experience in the trust industry.

Graduation Criteria
To receive a diploma, students must complete the two pre-session online courses, attend all classes and actively participate in all in-session case studies.

Continuing Education Credits
The ABA National Trust School curriculum has been approved for continuing education credits.

In addition to earning credits, the School can be a component of your preparation for the Institute of Certified Bankers (ICB) Certified Trust & Financial Advisor (CTFA) exam. The exam is offered onsite the last day of the school. Please contact ICB for details or visit the ICB website.

**Please note, the ABA National Trust School and Graduate Trust Schools consistently graduate students with heightened levels of expertise who are recognized as professionals and leaders within the trust industry. This training covers many topics often tested on the CTFA exam. However, the sole purpose of the schools is not CTFA preparation and courses cover valuable content not directly tested on the CTFA exam. For more information about the certification process and how it fits in with your professional development goals, please contact ICB@aba.com.

“An investment in knowledge always pays the best interest.”  Benjamin Franklin

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

Questions: NYBA Professional Development at (212) 297-1679 or education@nyba.com.