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AIB Building Trust Expertise

Course Description:

ABA's Building Trust Expertise eLearning curriculum offers trust professionals the very best in technical training and practical application techniques. The online courses in the Building Trust Expertise (BTE) curriculum provide strong foundational knowledge in the core areas of trust administration and fiduciary law.

Offered in three progressive levels, BTE builds the knowledge and confidence needed to work with high net worth clients, deliver superior client service, and expand your organization's trust business.

Each level can be completed individually and each course carries valuable continuing education credits for CTFAs. For those who have not yet acquired the prestigious Certified Trust and Financial Advisor (CTFA) designation, completing all three levels meets many of the educational requirements to sit for the exam.

 

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834