ABA Wealth and Trust Schools

Wealth and Trust School Level 1

April 23-May 2, 2024 | Virtual | Designed for those just starting or building their career, this program covers the fundamentals and areas of specialization.

Future Session: October 14-18, 2024 | Atlanta, GA

Explore Level 1

Wealth and Trust School Level 2

March 18-22, 2024 | Atlanta, GA | Fine-tune your existing professional skills by aligning basic principles with more advanced trust concepts.

Future Session: November 5-14, 2024 | Virtual

Explore Level 2

Wealth and Trust School - Advanced

October 14-17, 2024 | Atlanta, GA | Developed for experienced and senior wealth management and trust professionals, this program teaches advanced concepts to provide sophisticated solutions for unique client needs.

Explore Advanced

School Highlights

Why You Should Attend

In-Depth Experience

Advanced learning in fiduciary and trust activities, financial planning, tax law and tax planning, investment management and ethics.

Prepare for the Future

Insights that can help strengthen and grow your market base.

Networking Opportunities

Dedicated time to interact with industry experts and your peers.

What People Are Saying

"The most valuable part of this year’s event for me was getting an opportunity to learn new information, deepen existing knowledge, and connect with other professionals."

"Having a deeper understanding of the concepts covered in training has allowed me to do a better job of taking a holistic approach when it comes to making decisions."

"It helped me connect a lot of dots with the what and why of the work that I am doing on a daily basis.”

"The most valuable part of this year’s event for me was being able to attend the event knowing that I would learn more about the many things involved with Trust that I have seen but never knew what they were meant for. Also spending time with the attendees and enjoying great teamwork!!"

Wealth and Trust Schools