Education Overview

2017 Education Brochure

A cornerstone of the Wealth Management and Trust Division is its educational programs designed by industry experts and peers. We offer Trust Schools, seminars and an annual conference to help you build the professional foundation you and your employees need to stay informed about issues critical to the industry. You can pick the programs that fit your needs from our menu of educational opportunities. Comprehensive week-long schools cover all areas of the trust business, while our one-day seminars focus on specific areas of trust, including estate administration, financial planning, employee benefits, investment management, special assets management, and trust and probate law. Our annual Wealth Management and Trust Conference is a must for senior management seeking education and fellowship with industry peers.

Continuing Education Credits

We recognize the value of continuing education for our members. We offer continuing education credit on our entire spectrum of educational offerings, from CLE for attorneys and CPE for certified public accountants to credits for the Certified Financial Planner (CFP) and CTFA, CRSP and CSOP certifications.