ABA Certificate in Trust: Intermediate

Ideal for individuals with some field experience who have mastered the concepts introduced in the foundational trust certificate. The certificate provides a more sophisticated understanding and further knowledge of the tools available to a fiduciary, covering estate planning, trust administration, investment management concepts and ethical behavior.

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

Required Courses

You must complete the following courses:

  • A Guide to Ethics in Financial Planning
  • A Guide to Ethics in Tax Law & Tax Planning
  • Account Acceptance and Termination
  • Basic Characteristics of a Trust
  • Bond Selection and Analysis
  • Discretionary Distributions
  • Duties and Powers of the Trustee
  • Estate Planning to Achieve Client Goals
  • Fiduciary Income Tax
  • Fiduciary Law
  • Fundamentals of Life Insurance
  • How Trusts are Taxed
  • Investment Policy​
  • Investment Products
  • Stock Selection and Analysis
  • Types of Insurance
  • Understanding Transfer Tax​​.

The estimated time to complete the 17 required courses is approximately 18 hours.

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Course / Seminar Type: Self-Paced Online
Course / Seminar Category: Wealth Management & Trust
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Course / Seminar Price: $2295
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