Thank you for your interest in Wealth Management and Trust's Graduate Trust School! Our Graduate Trust School is a comprehensive, intermediate course designed to provide former Trust School students and other trust professionals a logical next step in their professional development. It offers quality education and valuable continuing education on fiduciary issues, planning, reducing liability and maximizing performance. The curriculum reflects a broad spectrum of topics consistent with CTFA methodology. Students who successfully complete Trust School, Graduate Trust School and related assignments, as well as professionals who otherwise meet certain requirements, can arrange to sit for the CTFA exam (additional fees apply). This year the program has been approved by the ABA for Pre-certification. More information will be available shortly!
- Trust officers
- Private bankers
- Trust managers
- Trust counsel/attorneys
- Trust tax specialists
- Paralegals
- Trust administrators
- Trust accountants
- Financial planners
Click here to see the full schedule.
Accommodations
*Note: Reservations should be made directly with the hotel. Hotel costs are not included in the registration fee.*
Hotel Information
The Graduate Hotel
6101 Hillcrest Avenue
Dallas, TX 75205
Click here to book your hotel.
Note: For IRS reporting purposes, the food cost portion of your registration is approximately $200.
Cancellations Policy
Full registration fees will be refunded if written notice is received no later than May 29th, 2026. After this date an administrative fee of $50 will be charged for all cancellations received in writing on or before July 6, 2026. There is no refund after this date. Extenuating circumstances are reviewed on an individual basis. Substitutions are permitted without added cost or penalty.
Continuing Education
CE Credits will be provided after the event. (CTFA, CPE, and MCLE).
Registering Someone Else
Click "Register Someone Else" and select their name from the drop-down list. To add a new contact, please complete the entire form.
Consent to use photographic images
Registration and attendance at, or participation in, this meeting constitutes an agreement by the registrant to TBA’s use and distribution (both now and in the future) of the registrant’s or attendee’s image or voice in photographs, video, electronic reproductions and audio of such event.
Email Opt-out
Because networking is a key benefit of participating in TBA events, email addresses are included on the registration lists provided to attendees. If you would like to exclude your email address from the registration list, please contact us.