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ABA: The American Bankers Association

Preparing Wealth Advisors for Their Next New Client

Go from product expert to trusted advisor with training from ABA

Today’s advisors need a deep understanding of client needs, industry shifts and changing relationship models. Learn what matters to clients today, and anticipate their needs in the future, with these training opportunities in wealth and trust.

What's Your Next Step?

Find, develop and grow your bank's wealth management talent pool through every stage of their careers.

Explore the Lifecycle of an Advisor

Advisor Essentials Certificates

Integrated Wealth Planning and Advice

Learn how personal finance, tax, insurance, retirement and estate planning work together to help clients define and achieve their objectives during and beyond their lifetime.

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Asset Management

Learn how a client’s financial goals translate into their investment policy statements, inform investment decisions, what it means to be a prudent investor and how financial and non-financial assets work together.

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Fiduciary Relationship Management

Position yourself as a skilled advisor to not only your current clients, but also to future generations.

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Core Concepts and Ethics for Fiduciary Advisors

Learn and apply essential fiduciary principles with this set of courses designed to accelerate new advisors' readiness to work directly with wealth clients in a fiduciary capacity.

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Administration and Ethics Certificates

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.

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Fiduciary Risk and Compliance

Gain a full understanding of the regulatory basis and importance of fiduciary compliance, its elements and how it affects your role as an advisor.

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Fiduciary Principles and Ethics

Gain a full understanding of fiduciary standards, rules and regulations designed to provide beneficiaries with the highest level of care and consideration by financial professionals.

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Private Banker Certificate

Build the knowledge and techniques needed to engage with high-net-worth clients by going beyond traditional and credit-oriented programs.

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60+
online training courses covering everything from ethics to estate planning.

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Focused Webinars and Individual Courses

Explore 60+ Wealth Management Courses

Team Training License

ABA can license these certificate programs and online courses to your bank for multiple learners. To learn more, contact ABA Training.

Become a CTFA

Earn the only wealth certification grounded in fiduciary principles. Go beyond concepts into practical application while earning the Certified Trust and Fiduciary Advisor designation. 
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CTFA Exam Online Prep

An interactive, online course that features self-assessment tools, access to an instructor and sample questions—all modeled after the actual exam.
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