ABA Trust Schools: Skills for Today's Turbulent Times
October 24-30, 2010 • Emory Conference Center Hotel, Atlanta, GA

ABA National Trust School | ABA Graduate Trust School | Justification Kit |
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Important update - very limited seats remain for the fall school. We limit class size to provide an optimal student experience, and will not be adding more seats. Increased interest in the school this year has led to the school rapidly selling out. Apply today to avoid disappointment.


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The ABA Trust Schools are structured to deliver the knowledge and tools trust professionals need today. 

  1. Develop a deep mastery of skills and knowledge required of trust professionals
  2. Learn how to apply trust solutions targeted to specific client needs
  3. Enhance your role as a trusted advisor
  4. Build the confidence needed to work with clients on complex trust issues
  5. Increase your ability to communicate about trust business with other members within the organization
  6. Increase referrals and new business development
  7. Make important contacts and gain access to valuable professional resources.

Choose from Three Programs to Enhance Skills and Retain Clients

The ABA Trust Schools offer three 6-day residency programs. Whether you are just starting out in your career, or have three to five years of experience in the trust arena, there is a program that is right for you.

Getting Started in Your Trust Career?

The ABA National Trust School is a value-packed six-day program providing students a solid foundation and overview of technical trust topics. Apply today.

Have Three Plus Years of Trust Experience?

The ABA Graduate Trust School builds on the National School content, providing in-depth discussion, case studies and solutions. Between Graduate Level 1 and Level 2, students complete an Independent Research Program consisting of five case studies. Apply today.

Five Ways ABA Trust Schools Deliver for You and Your Bank
  1. Courses are grouped by specialties, so you get an in-depth focus on your functional trust practice area: administration, fiduciary law and compliance, personal financial planning, investment management, and tax and estate planning.
  2. Future trends and implications of regulatory overhaul are key parts of your curriculum, so you gain insights and resources to meet the challenges and opportunities ahead.
  3. Faculty are industry experts and practitioners, so you learn from leading bankers, attorneys, financial planners, trust officers, and wealth managers from an array of institutions nationwide.
  4. ABA Trust Schools offer a proud 50-year heritage of educational excellence, providing a program recognized industry-wide as the leading education provider for trust professionals.
  5. Your investment in the school may help you earn the prestigious Certified Trust and Financial Advisor (CTFA) designation and also qualifies for continuing education credits.

Gain and Keep your Clients' Trust

ABA Trust Schools are America's most renowned and acclaimed trust schools, having trained thousands of trust professionals for 50 years. Graduates include professionals and practitioners at leading financial institutions across the country.

The schools offer 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. Students have the opportunity to build a nationwide network of peers and industry leaders - a vital resource for years to come.

Learn from experts who will help you untangle complex trust planning and administrative challenges, so you can return to your office with renewed skills and confidence.  Go home smarter with checklists, reference documents, and contacts that will help you earn more trust business, and optimize your current business relationships.

Through case studies, panels, discussion groups, and informal networking, your attendance at an ABA Trust School is a wise investment in your career, your business, and your bank. At each session, you will acquire skills that would take years to gain on the job, plus insights that trust officials can only gain by taking a break from the daily routine to understand the bigger picture ahead.

Invest in yourself, your institution, and your clients by applying for the ABA National or Graduate Trust School today.

National Graduate Level 1 and Level 2

Admission Criteria

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

Tuition
ABA Members Save $1,000

- $2,195 ABA Members
- $3,195 ABA Non-Members

Fees include tuition, most meals, instructional materials, and certificate of completion.


More Details for this Level

Admission Criteria
At least one of the following:

  • Graduation from ABA National Trust School or a qualified regional trust school
    - OR -
  • Three years minimum of trust experience, plus evidence of working knowledge or formal education in Account Administration, Fiduciary Law & Compliance, Tax & Estate Planning, Personal Financial Planning and Investment Management.

Tuition
ABA Members Save $1,000

- $2,495 ABA Members
- $3,495 ABA Non-Members

Fees include tuition, most meals, instructional materials and the Independent Research Program, and certificate of completion.

More Details for these Levels

Housing is an additional $179 (+ tax) per night, payable directly to the Emory Conference Center Hotel upon checkout. Make room reservations by September 24, 2010 for maximum savings.

Team Discount: Send a team of two or more employees and take advantage of team discounts:
• 2-3 attendees receive 5% tuition discount.
• 4-10 attendees receive a 10% tuition discount.
• 11+ attendees receive a 15% tuition discount

Questions? Please contact Maryann Johnson or Gloria Pritchard-Becker for more information.