ABA Certificate in Trust: Foundational

Course Number: CTF1

Course Code: n/a

Strengthen or establish your understanding of basic wealth management and trust principles, either online or in-person. Either option provides an introduction to estate planning, trust administration, investment management concepts, and ethical behavior. For those wishing to earn the CTFA designation, the ABA Certificate in Trust: Foundational satisfies the first of three levels of study required to sit for the exam.

Required Courses

You must complete the following courses:

– A Guide to Ethics in Fiduciary and Trust Activities
– A Guide ​to Ethics in Investments
– Estate and Guardian Administration
– Introduction to Estate Planning
– Introduction to Investment Management
– Introduction to IRAs
– Introduction to Planning for Retirement Assets
– Introduction to Trust Administration
– Minimizing Fiduciary Risk and Litigation​

​The estimated time to complete the 9 required courses is approximately 10 hours.

Audience: Wealth and Trust Management

Prerequisites: None

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Member Price: $1495.00
Non-Member Price: $1995.00
Textbook Charge: $0.00

Credits: ABA Professional Certifications: 12.5 CTFA; 8.5 CSOP; 6.5 CRSP; 5.75 CCTS, 4.75 CISP​

Length: Approximately 10 hours

ABA Training