Thank you for your interest in Wealth Management and Trust's 2026 Trust School! This widely recognized school provides an introduction to all facets of trust. The comprehensive curriculum reflects a broad spectrum of topics consistent with CTFA methodology. The program will establish a foundation ....more
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 qua ....more
This introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, busines ....more