In-Bank Trust School

Overview | In-Bank Training Programs

We customize trust training to meet your needs by delivering a flexible program built on the American Bankers Assocation's vast expertise and reputation in the Wealth Management and Trust business.

ABA Professional Development uses a unique method, The Financial Advisor Assessment, to assess your advisors strengths and weaknesses and identify knowledge gaps in your business unit.  The result is a custom program designed and implemented to meet your business objectives and deliver success.

What you and your staff can expect:

• A relevant and current curriculum, updated annually with input from senior-level trust practitioners
• Content delivered by leading industry experts and practitioners
• Comprehensive curriculum:
  • Account Administration
  • Fiduciary Law and Compliance
  • Tax and Estate Planning
  • Personal Finance Planning
  • Investment Management
  • Ethics
• Comprehensive preparation for and course credits toward CTFA certifications, through the Institute of Certified Bankers (ICB)

ABA Professional Development has a rich history of educating Wealth and Trust professionals.  With examples taken from day-to-day bank operations, participants will move from course content to practical application with ease.

"The ABA is a great learning partner; they listen to my bank's and our employees' needs and offer solutions to help meet those needs.  The in-bank Trust Schools have been a huge success as a result of our valuable partnership.  We look forward to working with the ABA to deliver new, customized in-house programs."
                                                                                                          - Wachovia Corporation

For more information, please call or email Maryann Johnson at (202) 663-5199.