ABA eLearning
Self-Paced Online Training

Overview | Course Demos | Course List | Team Training | Learning Extensions | ABA LMS | Frontline Compliance Training
 

Building Trust Expertise: Level 1 – Course Demos

Building Trust Expertise: Level 1 is a valuable series of fundamental eLearning courses designed to enhance the knowledge and improve the skills of trust administrators and other officers who service and refer trust clients.

Available individually or as a curriculum, the series is composed of three courses that provide students with an in depth understanding of the basics of trust administration, estate and tax planning and investment management principles, focusing on the responsibilities required for effective fiduciary oversight. The courses are appropriate for new trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department.

Use the links below to click through short sections of courses, experience sample interactivities
and access built-in resources.

Introduction to Estate Planning	Introduction to Investment Management
Introduction to Trust Administration

Questions? Please contact training@aba.com for more information.