Curriculum | Wealth and Trust School Level 1 | American Bankers Association

The Wealth and Trust School Level 1 offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of wealth management professionals, including prominent bankers, attorneys, and industry experts. In addition, participants have the opportunity to build a nationwide network of peers and industry leaders—a vital resource for years to come.

During the week-long course, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

Account Administration
Fiduciary Law
Tax & Estate Planning
Investment Management

2024 Schedule

Tues, Apr 23
Wed, Apr 24
Thur, Apr 25
Tues, Apr 30
Wed, May 1
Thur, May 2

Tues, Apr 23

11:00 AM – 1:15 PM	Trust Administration Fundamentals
1:30 PM – 3:00 PM	Introduction to Fiduciary Risk Management and Compliance
3:15 PM – 4:15 PM	Individual Income Tax

Wed, Apr 24

11:00 AM – 2:00 PM	Gift and Estate Tax Planning
2:15 PM – 5:00 PM	Planning for Retirement

Thur, Apr 25

11:00 AM – 1:00 PM	Integrated Planning and Advice
1:15 PM – 3:15 PM	Estate and Probate Administration

Tues, Apr 30

11:00 AM – 1:00 PM	Discretionary Distributions
1:15 PM – 3:45 PM	Account Acceptance and Termination
4:00 PM – 4:45 PM	Fiduciary Ethics

Wed, May 1

11:00 AM – 12:30 PM	Behavioral Finance
12:45 PM – 2:15 PM	Investment Policy
2:30 PM – 4:30 PM	Economics & Markets

Thur, May 2

11:00 AM – 12:45 PM	Asset Allocation and Diversification
1:00 PM – 3:00 PM	Client Engagement and Emotional Intelligence
3:15 PM – 4:30 PM	Relationship Management
4:30 PM – 4:45 PM	School Wrap-up

Curriculum | Wealth and Trust School Level 1