ABA Trust & Wealth Management Certificates
The American Bankers Association offers certificates for trust and wealth management professionals.
Certificate in Trust: Foundational
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.
Certificate in Trust: Intermediate
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.
Certificate in Trust: Advanced
For the experienced professional, this provides an in-depth understanding of the fiduciary role, finding sophisticated solutions to complex client situations.
Health Savings Account (HSA) Expert certificate
A comprehensive overview of HSA requirements for financial institutions and benefits administrators. Designed to help HSA providers and their staff master key requirements, situations, and strategies to better serve HSA account holders, the certificate is the product of HSA Consulting Services and its president and founder, Roy Ramthun, and is distributed in cooperation with the ABA HSA Council.
Registration also includes a digital copy of the HSA Owners’ Manual.