Hybrid26.3 CE Credits
Wealth and Trust Schools
Hosted by American Bankers Association
Apr 21, 2026 – May 21, 2026 Emory Conference Center Hotel, Atlanta, Georgia
Finance & Insurance
About This Event
ABA Wealth and Trust Schools is a professional development program offering two levels of instruction in wealth management and trust fundamentals. Taught by industry practitioners including bankers, attorneys, and experts, the curriculum covers fiduciary activities, trust administration, tax planning, investment management, financial planning, and ethics. Participants can build a nationwide network of peers and gain practical skills applicable to their daily work in the wealth and trust industry.
Topics Covered
Ethics & Professional Conduct
Informed Consent
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk Management
Venue
Registration & Fees
Continuing Education
26.3 CE Credits
Accredited by: ABA Professional Certification, Certified Financial Planners Board
CTFA certification holders will have CE credits added automatically. CFP instructions emailed within three business days after event conclusion.
Who This Event Is For
Industries
Finance & Insurance