ABA National Trust School
October 7-12,2012 • Emory Conference Center Hotel, Atlanta, GA

Application | Curriculum |  Faculty | CTFA Certification |
 

Fundamental Trust Education

Designed for students starting out in their career or in need of a refresher, the ABA National Trust School is a value-packed five-day residency program that provides a solid foundation and overview of technical trust topics. Students will learn the fundamental concepts of trust administration, planning options, and solutions to client problems as they develop a deeper understanding of fiduciary requirements.

 

The ABA National Trust School covers the essentials, helping students become more confident in interacting with clients, and developing skills in assessing risk, working with grantors, legal professionals, co-trustees, and beneficiaries.

 

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

- Complete the online application - ABA members save $1,000!

- Reserve your room by September 23, 2012 for maximum savings.

 

Last year's school sold out - apply today to avoid disappointment.

 

 

Curriculum
The ABA National 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

Who Should Attend

  • Trust Officers
  • Trust Administrators
  • Trust Managers
  • Trust Counsel
  • Trust Tax Specialists
  • 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
$2,195 ABA Members, $3,195 Non-Members
Fees include tuition, lunch, breaks and instructional materials. Housing is an additional $185/night (+ tax) paid directly to the Emory Conference Center Hotel upon checkout.

Hotel Reservations and Deadlines
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 $185/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 September 23, rooms are subject to availability and prevailing rates will apply. For more information about the hotel, visit www.emoryconferencecenter.com.

In last two years, the conference center sold out!  Please complete your registration and make your hotel reservation early for the 2012 session to avoid disappointment.

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 our program.

 

2012 Class Schedule
Registration will take place on Sunday, October 7 between 11:30 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 8 AM to 2:00 PM.  Attendance is required at all classes to earn a diploma or certificate.

 

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.

ICB Accreditation
The ABA National Trust School curriculum has been approved for continuing education credits.

ICB CTFA Exam**
The ABA National Trust School provides 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..

**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. If your primary purpose of attending the ABA Trust Schools is CTFA preparation, we strongly suggest you also register for the CTFA Exam Workshop held immediately preceding the schools. For more information about the certification process and how it fits in with your professional development goals, please contact ICB@aba.com or call 1-800-BANKERS.

 

Can’t find what you’re looking for? Contact Lisa Phillips for more information.