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	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 School of Trust, Investments, and Wealth Management
This 3-year school comprehensively covers various aspects of Trust including, administration (Year 1), investments (Year 2) and wealth management (Year 3). Students have the option of attending all three years to build their complete skill set or only the year most relevant to their current job function. Participants completing all three years are eligible to take the examination for the Certified Trust Financial Advisor (CTFA) designation through the Institute of Certified Bankers (ICB). The school also satisfies more than 90 hours of continuing education requirements for individuals who have already earned their CTFA designation. How will this school prepare students for their trust future? The PBA School of Trust, Investments and Wealth Management provides students with comprehensive, up-to-date information and practical application of industry knowledge in a coordinated fashion. Completing all three years provides students with comprehensive knowledge of the entire trust/wealth management function and prepares them for senior positions. Who Should Attend?   • Recent college and/or law school graduates who have entered the trust and       wealth management field   • Commercial bankers entering the wealth management field   • Commercial bankers desiring a broad-based understanding of wealth management   • Individuals who are experienced in a specialized aspect of trust and wish to broaden       their knowledge in the wealth management field   • Trust professionals desiring CTFA designation “I think working toward the CTFA is an excellent idea. Certification is so valuable in this industry. It really adds a lot more value.” - 2008 School of Trust, Investments and Wealth Management student Location Bucknell University, Lewisburg, PA Schedules Administration Schedule Investments Schedule Wealth Mgmt Schedule Forms Registration Form Brochure Cost Member Early Bird Investment = $1,850 Non-Member Investment = $2,775 PBA Contact Craig Rodenberger • (717) 255-6925 • cRodenberger@paBanker.com
This educational opportunity is brought to you by PBA Professional Development Policy Cmte