October 14-18, 2024 | Atlanta, GA | Designed for those just starting or building their career, this program covers the fundamentals and areas of specialization.
Future Session: April 22-May 1, 2025 | Virtual
November 5-14, 2024 | Virtual | Fine-tune your existing professional skills by aligning basic principles with more advanced trust concepts.
Future Session: May 14-23, 2025 | Virtual
October 14-17, 2024 | Atlanta, GA | Developed for experienced and senior wealth management and trust professionals, this program teaches advanced concepts to provide sophisticated solutions for unique client needs.
Future Session: Fall 2025, offered only once a year.
Advanced learning in fiduciary and trust activities, financial planning, tax law and tax planning, investment management and ethics.
Insights that can help strengthen and grow your market base.
Dedicated time to interact with industry experts and your peers.
Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.