P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Building Trust Expertise
Course Description: ABA's Building Trust Expertise eLearning curriculum offers trust professionals the very best in technical training and practical application techniques. The online courses in the Building Trust Expertise (BTE) curriculum provide strong foundational knowledge in the core areas of trust administration and fiduciary law. Offered in three progressive levels, BTE builds the knowledge and confidence needed to work with high net worth clients, deliver superior client service, and expand your organization's trust business. Each level can be completed individually and each course carries valuable continuing education credits for CTFAs. For those who have not yet acquired the prestigious Certified Trust and Financial Advisor (CTFA) designation, completing all three levels meets many of the educational requirements to sit for the exam. Level 1 Level 2 Level 3 Member = $750 NonMem = $999 Member = $1095 NonMem = $1499 Member = $995 NonMem = $1299 • Introduction to Trust Administration • Introduction to Taxation & Estate Planning • Introduction to Investment Management • Discretionary Distributions • Estate Planning Overview • Estate Planning for Marital Deduction • Federal Estate and Gift Taxes • Fiduciary Income Taxes • Fiduciary Law • Investments I • Managing Trust Accounts • Retirement Planning • Ethical Issues for Bankers • Estate Planning for Charitable Giving • Estate Planning for Lifetime Gifts • Estate Planning for the Business Owner • Estate Planning Final Case Study • Financial Planning Skills • Generation Skipping Transfer Tax • Investments II • Life Insurance and Annuities All 3 Levels         Member = $2840     NonMem = $3797 Certified Trust and Financial Advisor (CTFA) Highly valued within today's Wealth Management and Trust industry, the CTFA credential demonstrates to clients that the Advisor has the knowledge and skills to truly provide integrated financial solutions in response to their needs. Becoming a Certified Trust and Financial Advisor is an important career decision for a trust professional and offers both a competitive advantage and professional recognition. Learn More Continuing Education Credits All courses in the BTE eLearning curriculum are pre-approved for continuing education credits for all CTFA holders and are eligible for CFP, CPE and CLE credits. This feature allows those certified bankers in your organization to access courses that will enable them to stay current on key topics and keep their certifications current. Learn More       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association