July 19-24, 2020 | Rosen Shingle Creek, Orlando


   The 2019 session brochure and class schedules are shown below:
2019 Brochure | Freshman Schedule | Junior Schedule | Senior Schedule

 
 
 
 
 
 
 
 

Florida Trust & Wealth Management School
The Florida Trust and Wealth Management School is a nationally renowned three-year program that encompasses the world of trust and wealth management banking. The establishment, structure, purpose and general activities of a typical trust and wealth management department are discussed. The curriculum is designed to give students a well-rounded and practical understanding of the trust and wealth management industry. The school curriculum covers administration of estates and trusts, and offers specialized topics on pertinent issues affecting the trust and wealth management industry.

Daily/Weekly Courses for Certified Trust and Financial Advisor (CTFA) Credits
For over 20 years, bankers who have already achieved the Certified Trust and Financial Advisor (CTFA) have been eligible to earn continuing education credits needed to maintain their certification. The School  allows registrants to attend classes from one day to the entire week at either the Junior or Senior classes of the School and earn the credits you need without having to take the normal exam at the end of the week. To register for this special program, click here.

HOTEL INFORMATION
All students are required to make and pay for their own sleeping room reservations at whatever hotel they choose, but we recommend staying at the Rosen Shingle Creek. If you plan to stay at the Rosen Shingle, then please contact them by calling their reservations department at 1-866-996-6338. Be sure to identify yourself with the Florida Bankers Association to receive the discounted room rate.

The cut-off date to make your reservations is Thursday, June 18, 2020 or until the room block has sold out. Any reservations requests made after that date will be accepted on a space and rate available basis.

 

Registration Fees
 
FBA Trust and Wealth
Management Division Members

On or before 3/4/19:  $1,595.00
After 3/4/19: $1,695.00

FBA & Associate Members 
On or before 3/4/19: $1,695.00
After 3/4/19: $1,795.00

Non-Member Institutions
On or before 3/4/19: $3,250.00
After 3/4/19: $3,350.00


2019 Florida Trust & Wealth Management School
Graduating Class of 2019


2019 Florida Trust 
Wealth Management School
Honor Graduate
Nicole Poppen
Regions Private Wealth Management


2019 Florida Trust & Wealth
Management School Class Officers

(Left to Right)
Denecia Manning, Class Vice President, Wells Fargo Bank, N.A.
Tia Johnson, Class Treasurer, Cypress Trust Company
Erica Hunter, Class Secretary , Capital City Trust Company
Jennifer Gotlewski, Class President


2019 Florida Trust & Wealth Management
School 
Board of Directors
(Left to Right)
Darryl Gordon, Sanibel Captiva Trust Company
Susie Kaye, SunTrust Banks, Inc.
Christine Taylor, BB&T Wealth Management
Lucas DeVicente, Sabal Trust Company