ABA Certificate in Trust: Foundational

Individuals can earn this certificate designed for those who need to establish or strengthen their understanding of basic wealth management and trust principles. The ABA Certificate in Trust: Foundational provides an introduction to estate planning, trust administration, investment management concepts and ethical behavior.

For those wishing to earn the CTFA professional designation, the ABA Certificate in Trust: Foundational satisfies the first of three levels of study required to sit for the exam.

Required Courses

You must complete the following courses:

  • A Guide to Ethics in Fiduciary and Trust Activities
  • A Guide ​to Ethics in Investments
  • Estate and Guardian Administration
  • Introduction to Estate Planning
  • Introduction to Investment Management
  • Introduction to IRAs
  • Introduction to Planning for Retirement Assets
  • Introduction to Trust Administration
  • Minimizing Fiduciary Risk and Litigation​

The estimated time to complete the 9 required courses is approximately 10 hours.

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Course / Seminar Type: Self-Paced Online
Course / Seminar Category: Wealth Management & Trust
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Course / Seminar Price: $1495
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