ABA Wealth Management/Trust Resources

Building Client Relationships Your wealth management and trust business depends on your staff’s ability to deliver superior client service.

ABA provides the most comprehensive training and education available for wealth management and trust professionals to better perform in this financial climate. We offer content to meet the needs of all levels within your team, with flexible delivery options to suit different schedules and budgets.

Wealth management and trust training is available for: ■

Trust Officers

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Investment Officers

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Trust Administrators

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Financial Planners

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Trust Managers

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Private Bankers

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Trust Counsel

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Financial Advisors

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Trust Tax Specialists

For more information, visit aba.com/training or call 1-800-BANKERS (800-226-5377)

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Fiduciary and Trust Activities Workbook 2012 Wealth Advisory and Personal Trust Series

Training Online Training ABA offers optimum flexibility with a comprehensive suite of online training, with self-paced and instructor-led options for new and seasoned advisors.

Financial Planning Workbook 2012 Wealth Advisory and Personal Trust Series

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Online Review Course for the CTFA Examination

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Basic Administrative Duties of a Trustee

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Introduction to Trust Products and Services

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IRA Online Institute

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Building Trust Expertise Suite

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Private Banking Suite

In-Bank Team Training

Investments Management Workbook 2012 Wealth Advisory and Personal Trust Series

Let the experts at ABA craft a program that fits your bank’s wealth management and trust needs. Using our proprietary training-needs assessment, we pinpoint areas where training can have the greatest impact. Drawing on our wealth of content, we then work with your organization to implement the solution through flexible, effective training options.

aba.com/teamtraining

Wealth Advisory and Personal Trust Series

Tax Law and Tax Planning Workbook 2012 Wealth Advisory and Personal Trust Series

The series’ four workbooks are a desktop reference for wealth advisors and a resource for employees who want to sharpen their skills in preparation for the Certified Trust and Financial Advisor (CTFA) examination. These reference resources may be used alone, or in conjunction with the Online Review Course for the CTFA Examination.

1. The 2. The 3. The 4. The

Fiduciary and Trust Activities Workbook Financial Planning Workbook Investments Management Workbook Tax Law and Tax Planning Workbook

aba.com/WAPTS

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Diplomas and Certifications Residential Education Programs Taking part in a residential professional educational program provides an in-depth subject-matter immersion in a highly interactive environment. Faculty members are all active practitioners who are well-versed in the latest issues impacting their areas of expertise. The added value of building an ongoing professional network of peers across the country is unparalleled.

aba.com/TS

ABA National Trust School September 22–27, 2013 Emory University and Conference Center and Hotel, Atlanta, Georgia The ABA National Trust School is America’s most renowned and acclaimed trust school, having trained thousands of trust professionals for more than 50 years. Designed for students starting out in their career or in need of a refresher, this curriculum provides a solid foundation and overview of technical trust topics. Students learn the fundamental concepts of trust administration, planning options, and solutions to client problems as they develop a deeper understanding of fiduciary requirements.

aba.com/events/NTS

American Institute of Banking Millions of bankers have taken advantage of the many diplomas and certificate programs sponsored by the American Institute of Banking (AIB). The programs are continually re-evaluated and refined to reflect the needs of bankers in their jobs today.

AIB Personal Trust Diploma This diploma was developed to prepare individuals for professional certification as a Certified Trust and Financial Advisor (CTFA). The 20 trust courses in the three curricula, Building Trust Expertise Levels 1–3, provide the technical underpinning of the diploma and address the core knowledge areas of the CTFA exam, as well as ethical conduct in all aspects of the trust profession.

For more information on AIB courses and diplomas visit aba.com/Training/AIB.

Institute of Certified Bankers The Institute of Certified Bankers (ICB) provides financial services professionals with confidence, credibility and recognition through its certifications. ICB is a subsidiary of the American Bankers Association, and promotes the highest standards of performance in the financial services industry.

ABA Graduate Trust School

Certified Trust and Financial Advisor (CTFA)

September 22–27, 2013 Emory University and Conference Center and Hotel, Atlanta, Georgia

This premier professional designation applies to financial services professionals who provide fiduciary services related to trusts, estates, financial planning, guardianships and individual asset management.

The ABA Graduate Trust School two-year curriculum builds on the National Trust School content, providing in-depth discussion, case studies and solutions.

Graduate Level 1 builds proficiency in the fundamentals and aligning basic principles with specific client needs.

Graduate Level 2 offers advance trust concepts through a program that teaches the trust officer to provide innovative client solutions and get on track to become a fiduciary advisor and client educator.

Between Graduate Levels 1 and 2, students also get the opportunity to complete an independent research program consisting of five case studies.

aba.com/events/GTS

Certified Retirement Services Professional (CRSP) This professional designation applies to professionals whose primary function is providing employee benefit and/or retirement plan services.

Certified Securities Operations Professional (CSOP) This professional designation applies to professionals whose primary function is executing processing operations related to securities.

Certified Corporate Trust Specialist (CCTS) This professional designation applies to professionals whose primary function is providing corporate trust services.

For information on ICB-approved programs or suggested study materials, visit aba.com/ICB.

Conferences ABA Wealth Management and Trust Conference February 26–28, 2014 Hilton San Diego, San Diego, California The ABA Wealth Management and Trust Conference continues to be the industry event offering attendees direct access to leading experts and senior-level bank executives who provide strategies and practical insights for managing their trust and wealth management business successfully.

This national conference provides insight and application techniques on the latest issues facing the industry. Plan now to attend the 2014 event in San Diego, California.

aba.com/WMT

Other Resources ABA Center for Securities, Trusts and Investments The center’s experts provide timely information, assist in interpreting legislative and regulatory changes, and advocate for the competitive interests of banks involved in investment activities.

aba.com/solutions/Trust or call an expert at 1-800-BANKERS.

ABA Trust and Estate Planning Series Telephone Briefings A series of nine telephone briefings will be presented from 1:00 p.m. to 3:00 p.m. ET between February and December 2013. Get real time solutions by participating in these informative two-hour programs.

Nationally recognized attorneys Thomas W. Abendroth, partner with the Chicago law firm of Schiff Hardin LLP, and Charles D. (“Skip”) Fox IV, partner with McGuireWoods LLP in Charlottesville, Virginia, will provide you with in-depth analyses of a variety of important estate planning and trust administration topics. The two-hour format allows sufficient time for the presenters to thoroughly address the topics and to answer questions. Recordings are available.

aba.com/Trustbriefings

Periodicals ABA Trust Letter With today’s complex, ever-changing trust regulations, trust professionals need an inside source. A subscription to ABA Trust Letter brings regular features and highlights to help build on past successes.

aba.com/trustletter

ABA Trust Network ABA Professional Networking Sites are a way for ABA member banks to gain greater value from their ABA membership, and are fast becoming a forum for building a strong sense of member community. Join your wealth management and trust peers online to share insights and resources and exchange ideas.

aba.com/Members/Pages/ProfSites

Make these wealth management and trust resources an integral part of your organization’s professional development initiatives. Visit aba.com/Training or contact us at training@aba.com or call 1-800-BANKERS.