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 one of the most important and rewarding career decisions that a trust professional can make. Those holding the CTFA designation often speak to the competitive advantage and professional recognition that is affords.

The 20 trust courses in the three curricula, Personal Trust Curriculum Level 1, Personal Trust Curriculum Level 2, and Personal Trust Curriculum Level 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 AIB 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 more importance factors as well.

The AIB Personal Trust Diploma meets the educational requirements for the Certified Trust and Financial Advisor (CTFA) designation through the Institute of Certified Bankers (ICB).

AIB Diploma Code: 67