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 AIB Personal Trust Diploma
Overview: This diploma program was developed to prepare individuals for professional certification as Certified Trust and Finanacial Advisors (CTFA) via the Institute of Certified Bankers. Required Courses: You must complete the following courses. Ethical Issues for Bankers       Level 1 . . . Introduction to Trust Administration Introduction to Estate Planning Introduction to Investment Management       Level 2 . . . Discretionary Distributions Estate Planning for the Marital Deduction Estate Planning Overview Federal Estate and Gift Taxes Fiduciary Income Taxes Fiduciary Law Investments 1 Managing Trust Accounts Retirement Planning       Level 3 . . . Estate Planning Case Study Estate Planning for the Business Owner Estate Planning for Charitable Giving Estate Planning for Lifetime Gifts Financial Planning Skills Generation Skipping Transfer Tax Investments II Life Insurance and Annuities Diploma worksheet PBA Contact: Jackie Catalano (717) 255-6939 jCatalano@paBanker.com
This educational opportunity is brought to you by the Pennsylvania Bankers Association