Wealth and Trust School Level 2

Wealth and Trust School Level 2 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. This program is designed for existing fiduciaries to augment their skills.

Prior to attending, students will be required to complete online courses. These courses are included in your registration cost and access instructions will be sent via email after completing registration

After completing Wealth and Trust Schools Level 1 and 2, the pre-certification education requirement is fully met for the Certified Trust and Fiduciary Advisor (CTFA) designation. Review the full list of eligibility requirements to sit for the CTFA exam.

Future Session:

November 5-14, 2024 | Virtual

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 curriculum broadened my understanding of the trust business and ways to manage risk. I gained insights on issues that affect my business from the diverse group of instructors. I now have new ways to look at client interactions, as well as think about my employer's policies and procedures in a more global view."

"The school heightened my ability to retain and attract quality clients by increasing my skills and expertise in estate planning and fiduciary management. I am now very comfortable discussing complex trust and estate planning issues with attorneys and other trust professionals.”

“This program is a must for serious minded trust professionals who want to elevate their skills to a higher level."