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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 |
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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 the management positions • Recent college and/or law school graduates who are seeking a career in 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.” |
| Location |
Wildwood Conference Center, Harrisburg Area Community College |
| Cost |
Member $1,700 Non-Member $2,550 |
| Forms & Details |
 Brochure - See the Brochure Mailing for more details Registration Form - Mail\Fax this form |
| PBA Contact |
Julie Carr • AsstVP Professional Development (717) 255-6914 • jCarr@paBanker.com |
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