Southeast Regional
Center
AIB Personal Trust Diploma
The
AIB Personal Trust Diploma was developed to prepare individuals for
professional certification as a Certified Trust and Financial Advisor (CTFA),
through the Institute of Certified Bankers (ICB). Becoming a Certified Trust
and Financial Advisor is an important career decision for a trust professional
and offers both a competitive advantage and professional recognition.
The
20 trust courses in the three curricula, Building Trust Expertise Levels 1 – 3,
provide the technical underpinning of the diploma and address the core
knowledge areas of the CTFA examination. In addition, the critical importance
of ethical conduct in all aspects of the trust profession is reinforced in Ethical
Issues for Bankers.
While
the curriculum addresses the major knowledge areas assessed by the examination.
ICB emphasizes that completion of this diploma does not guarantee success on
the CTFA examination. Experience and application of the knowledge to the work
setting are important factors as well.
Required Courses
You
must complete the following courses. Information about bundled pricing for each of the three BTE levels can
be found here.
- AIB Ethical
Issues for Bankers
- Building Trust Expertise -
Level I
- Introduction to Trust
Administration
- Introduction to
Estate Planning
- Introduction
to Investment Management
- Building Trust Expertise -
Level II
- Discretionary
Distributions
- Estate
Planning for the Marital Deduction
- Estate Planning Overview
- Federal
Estate and Gift Taxes
- Fiduciary Income
Taxes
- Fiduciary Law
- Investments I
- Managing Trust Accounts
- Retirement Planning
- Building Trust Expertise -
Level III
Enrollment Form
Download and print an enrollment form from here, complete and fax to 904-354-1834