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


The next several years will see many experienced trust and wealth management professionals leave the industry for retirement…is your institution preparing a team for the future? Let the PBA’s School of Trust be their training ground.

New Curriculum
The new curriculum was developed to provide a focused program to the next generation of Trust professionals with an emphasis on foundational back to basics. The training is designed to address the foundational functions, prevalent issues and develop the important skill sets of trust professionals on the rise. Students will benefit from comprehensive, up-to-date information and practical application of industry knowledge taught by experts and industry leaders.

What will I learn?
The comprehensive schedule covers many aspects of the wealth management industry and will provide a “back to basics” understanding. Completion of the school satisfies XX hours of continuing education requirements for participants who have already earned their CTFA designation.

Who should attend?
  • Those with some fiduciary services background preparing to move into future
        management positions
  • Recent college and/or law school graduates who are seeking a career in the
        trust/fiduciary services field
  • Commercial bankers entering or working closely with trust professionals
  • Current trust professionals looking to acquire continuing education credits
        and a back to basics refresher
  • Individuals in the brokerage field who wish to better understand the trust area of the bank
  • Administrative staff needing to expand their overall trust knowledge and understanding

Requirements
High School diploma and banking experience (at least one year). A knowledge of the trust business, or completion of AIB “Trust Basics.”

Cost
Member Investment = $1,580
Non-Member Investment = $2,370
Student tuition is for the complete in-residence program and includes registration, single room at the Staybridge Suites, lunch/breaks and classroom materials and school-sponsored social event)

Location
Pennsylvania Bankers Association Office
3897 North Front Street, Harrisburg, PA 17110

Sign up Now  - Use OnLine Registration to sigh up now (   payment required)


Forms
Schedule - Daily agenda

PBA Contact
Julie Carr • Assistant Vice President Professional Development
(717) 255-6914 • jCarr@paBanker.com