| ABA Certificate in Trust Administration Explore the requirements to create a trust, common types of personal trusts, account acceptance and termination considerations, and other factors to consider in making discretionary distributions. Learn about the scope of a trustee’s duty of authority, typical trust guidance and common discretionary standards to make sound discretionary decisions. Member Price: $895 Required Courses – Trust Fundamentals – Introduction to Trust Administration – Duties and Powers of the Trustee – Types of Trusts – Discretionary Distributions – Account Acceptance and Termination – Estate and Probate Administration – Special Needs Trusts – Preparing the 706 Professional Certifications: 7.75 CTFA, 2.75 CSOP, 1.50 CCTS, 0.75 CRSP The estimated time to complete these 9 courses and exercises is approximately 5.5 hours. ABA certificate programs build the skills necessary for career advancement. Through a prescribed course of study, certificates provide practical, tailored knowledge specific to a job role in the bank. Programs are continually reevaluated and refined to meet current needs and changes in the industry. |
| 2024 Wealth Management and Trust Webinar Series Wealth and trust client demographics, behaviors and relationship models are evolving. Adapt to the changing needs of your clients and stay current on advisory practices with ABA’s Wealth Management and Trust Webinar Series. Purchase this package of webinars to gain a better understanding of wealth and trust topics, learn how to develop and grow client relationships, and discover timely strategies to meet expanding market demand. ABA Professional Certification holders receive continuing education credits. The 2024 Wealth Management and Trust Webinar Series Suite includes the following Member Price: $2,650 ABA Professional Certifications: 26.75 CTFA, 9.75 CRSP, 4.50 CISP, 24.6 CPEs for CPAs, 20.50 CFP This Suite contains the following webinars: – Advisor Insights: 2024 Market and Economic Outlook, January 18, 2024 – The Role of Multigenerational Planning in Your Estate Plan, February 8, 2024 – Estate Planning for the Modern Family, March 7, 2024 – What Clients Need to Know to Manage Their Taxes in 2014, March 14, 2024 – Where Does Your Trust Live?, April 4, 2024 – What Every Advisor Needs to Know to Be Successful, April 23, 2024 – Fiduciary Litigation Annual Review (2024), May 2, 2024 – Asset Rich, Cash Poor: Planning for the Illiquid Estate, June 6, 2024 – Get More Comfortable with Uncomfortable/Difficult Client Conversations, July 16, 2024 – Planning Challenges for Families with Multi-National Family Members or Assets, September 5, 2024 – Couples and Conflict: Tactics for Identifying and Managing Differences, September 17, 2024 – Sunset 2025? Planning with the Estate Tax Exclusion Given Future Uncertainty, October 3, 2024 – Managing Conflicts in a Trust, November 7, 2024 – Strategic Philanthropy in 2025 – New Year Conversations for Advisors, November 14, 2024 – Recent Developments (2024), December 5, 2024 – 2025 Post-Election Implications for Wealth Clients, December 17, 2024 The purchase of this webinar suite comes with live access & on-demand recordings for future webinars and on-demand recordings for past webinars. ABA Webinars feature Expert-Led Discussions on today’s most important and consequential topics. Subject matters cover Wealth Management & Trust, Compliance, Marketing and much more. Programs are continually reevaluated and refined to meet current needs and changes in the industry. |
2024 MOKAN Trust & Financial Services Conference 