ABA Certificate in Trust: Intermediate

Course Number: CTI1

Course Code: n/a

Ideal for individuals with some field experience who have mastered the concepts introduced in the foundational trust certificate, either online or in-person. Learn the tools available to a fiduciary, such as estate planning, trust administration, investment management concepts and ethical behavior. for those wishing to earn the CTFA professional designation, the ABA Certificate in Trust: Intermediate satisfies the second of three levels of study required to sit for the exam.

Required Courses

You must complete the following courses:

– A Guide to Ethics in Financial Planning
– A Guide to Ethics in Tax Law & Tax Planning
– Account Acceptance and Termination
– Basic Characteristics of a Trust
– Bond Selection and Analysis
– Discretionary Distributions
– Duties and Powers of the Trustee
– Estate Planning to Achieve Client Goals
– Fiduciary Income Tax
– Fiduciary Law
– Fundamentals of Life Insurance
– How Trusts are Taxed
– Investment Policy​
– Investment Products
– Stock Selection and Analysis
– Types of Insurance
– Understanding Transfer Tax​​

The estimated time to complete the 17 required courses is approximately 18 hours.

Audience: Wealth and Trust Management

Prerequisites: None

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Member Price: $2295.00
Non-Member Price: $3095.00
Textbook Charge: $0.00

Credits: ​ABA Professional Certifications: 16 CTFA; 8 CSOP; 6 CRSP; 3 CISP​

Length: Approximately 18 hours

ABA Training