Building Client Relationships

aba.com/training l 1-800-BANKERS

Your wealth management and trust business depends

on your staff’s ability to deliver superior client service.

ABA provides the most comprehensive training and

education available for wealth management and

trust professionals to better perform in this financial

climate. We offer content to meet the needs of all

levels within your team, with flexible delivery options

to suit different schedules and budgets.

Wealth management and trust training is available for:

■ Trust Officers

■ Trust Administrators

■ Trust Managers

■ Trust Counsel

■ Trust Tax Specialists

■ Investment Officers

■ Financial Planners

■ Private Bankers

■ Financial Advisors

For more information, visit aba.com/training

or call 1-800-BANKERS (800-226-5377)

TrainingOnline TrainingABA offers optimum flexibility with a comprehensive suite of online training, with self-paced and instructor-led options for new and seasoned advisors.

■ Online Review Course for the CTFA Examination

■ Basic Administrative Duties of a Trustee

■ Introduction to Trust Products and Services

■ IRA Online Institute

■ Building Trust Expertise Suite

■ Private Banking Suite

In-Bank Team TrainingLet the experts at ABA craft a program that fits your bank’s wealth management and trust needs. Using our proprietary training-needs assessment, we pinpoint areas where training can have the greatest impact. Drawing on our wealth of content, we then work with your organization to implement the solution through flexible, effective training options.aba.com/teamtraining

Wealth Advisory and Personal Trust SeriesThe series’ four workbooks are a desktop reference for wealth advisors and a resource for employees who want to sharpen their skills in preparation for the Certified Trust and Financial Advisor (CTFA) examination. These reference resources may be used alone, or in conjunction with the Online Review Course for the CTFA Examination.

1. The Fiduciary and Trust Activities Workbook2. The Financial Planning Workbook3. The Investments Management Workbook4. The Tax Law and Tax Planning Workbook

aba.com/WAPTS

2012 Wealth Advisory and Personal Trust Series

Fiduciary and Trust Activities Workbook

2012 Wealth Advisory and Personal Trust Series

Financial Planning Workbook

2012 Wealth Advisory and Personal Trust Series

Investments Management Workbook

2012 Wealth Advisory and Personal Trust Series

Tax Law and Tax Planning Workbook

aba.com/training l 1-800-BANKERS

Residential Education ProgramsTaking part in a residential professional educational program provides an in-depth subject-matter immersion in a highly interactive environment. Faculty members are all active practitioners who are well-versed in the latest issues impacting their areas of expertise. The added value of building an ongoing professional network of peers across the country is unparalleled.aba.com/TS

ABA National Trust SchoolSeptember 22–27, 2013Emory University and Conference Center and Hotel, Atlanta, GeorgiaThe ABA National Trust School is America’s most renowned and acclaimed trust school, having trained thousands of trust professionals for more than 50 years. Designed for students starting out in their career or in need of a refresher, this curriculum provides a solid foundation and overview of technical trust topics. Students learn the fundamental concepts of trust administration, planning options, and solutions to client problems as they develop a deeper understanding of fiduciary requirements. aba.com/events/NTS

ABA Graduate Trust SchoolSeptember 22–27, 2013Emory University and Conference Center and Hotel, Atlanta, GeorgiaThe ABA Graduate Trust School two-year curriculum builds on the National Trust School content, providing in-depth discussion, case studies and solutions.

Graduate Level 1 builds proficiency in the fundamentals and aligning basic principles with specific client needs. Graduate Level 2 offers advance trust concepts through a program that teaches the trust officer to provide innovative client solutions and get on track to become a fiduciary advisor and client educator.

Between Graduate Levels 1 and 2, students also get the opportunity to complete an independent research program consisting of five case studies.aba.com/events/GTS

Diplomas and CertificationsAmerican Institute of BankingMillions of bankers have taken advantage of the many diplomas and certificate programs sponsored by the American Institute of Banking (AIB). The programs are continually re-evaluated and refined to reflect the needs of bankers in their jobs today.

AIB Personal Trust DiplomaThis diploma was developed to prepare individuals for professional certification as a Certified Trust and Financial Advisor (CTFA). The 20 trust courses in the three curricula, Building Trust Expertise Levels 1–3, provide the technical underpinning of the diploma and address the core knowledge areas of the CTFA exam, as well as ethical

conduct in all aspects of the trust profession.

For more information on AIB courses and diplomas visit aba.com/Training/AIB.

Institute of Certified BankersThe Institute of Certified Bankers (ICB) provides financial services professionals with confidence, credibility and recognition through its certifications. ICB is a subsidiary of the American Bankers Association, and promotes the highest

standards of performance in the financial services industry.

Certified Trust and Financial Advisor (CTFA)This premier professional designation applies to financial services professionals who provide fiduciary services related to trusts, estates, financial planning, guardianships and individual asset management.

Certified Retirement Services Professional (CRSP)This professional designation applies to professionals whose primary function is providing employee benefit and/or retirement plan services.

Certified Securities Operations Professional (CSOP)This professional designation applies to professionals whose primary function is executing processing operations related to securities.

Certified Corporate Trust Specialist (CCTS)This professional designation applies to professionals whose primary function is providing corporate trust services.

For information on ICB-approved programs or suggested study materials, visit aba.com/ICB.

ConferencesABA Wealth Management and Trust ConferenceFebruary 26–28, 2014Hilton San Diego, San Diego, CaliforniaThe ABA Wealth Management and Trust Conference continues to be the industry event offering attendees direct access to leading experts and senior-level bank executives who provide strategies and practical insights for managing their trust and wealth management business successfully. This national conference provides insight and application techniques on the latest issues facing the industry. Plan now to attend the 2014 event in San Diego, California.aba.com/WMT

Other ResourcesABA Center for Securities, Trusts and InvestmentsThe center’s experts provide timely information, assist in interpreting legislative and regulatory changes, and advocate for the competitive interests of banks involved in investment activities. aba.com/solutions/Trust or call an expert at 1-800-BANKERS.

ABA Trust NetworkABA Professional Networking Sites are a way for ABA member banks to gain greater value from their ABA membership, and are fast becoming a forum for building a strong sense of member community. Join your wealth management and trust peers online to share insights and resources and exchange ideas.aba.com/Members/Pages/ProfSites

ABA Trust and Estate Planning Series Telephone BriefingsA series of nine telephone briefings will be presented from 1:00 p.m. to 3:00 p.m. ET between February and December 2013. Get real time solutions by participating in these informative two-hour programs.

Nationally recognized attorneys Thomas W. Abendroth, partner with the Chicago law firm of Schiff Hardin LLP, and Charles D. (“Skip”) Fox IV, partner with McGuireWoods LLP in Charlottesville, Virginia, will provide you with in-depth analyses of a variety of important estate planning and trust administration topics. The two-hour format allows sufficient time for the presenters to thoroughly address the topics and to answer questions. Recordings are available.aba.com/Trustbriefings

PeriodicalsABA Trust LetterWith today’s complex, ever-changing trust regulations, trust professionals need an inside source. A subscription to ABA Trust Letter brings regular features and highlights to help build on past successes.aba.com/trustletter

Make these wealth management and trust resources an integral part of your organization’s professional development initiatives. Visit aba.com/Training or contact us at training@aba.com or call 1-800-BANKERS.