Wealth Management and Trust Online Training Courses



​When clients choose a bank for trust and wealth management services, the decision ultimately comes down to trust, the kind that is based on expertise and performance.

ABA’s wealth management and trust online training helps advisors develop and deepen client relationship skills through a relevant and flexible curriculum.

Courses are available individually to meet specific training needs. They can also be used to create individual learning plans for your bank’s advisors under a license agreement.


Audience: Trust officers with at least three years of personal trust experience.


Key Features: 

  • ​Short, interactive courses
  • Mobile ready
  • Illustrative client scenarios
  • Supplemented with guides, charts, and readings
  • Printable reference materials
  • CTFA, CISP, CRSP, and CSOP CE Credits


The courses included in the Wealth Management and Trust Online Training Curriculum are categorized as follows:

  • Estate Planning & Trust Activities
  • Investment Planning
  • Financial Planning
  • Tax Law & Tax Planning
  • Trust Fundamentals


To view the courses included in this series, select the Wealth Management & Trust category here