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 the administration of estates and trusts and offers specialized topics on pertinent issues affecting the trust and wealth management industry.
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2024 Registration Fee
FBA Member Institution By 5/1/24 $1,695 After 5/1/24 $1,895 Non-Member Institution $3,790 Not sure if your institution is a member? Search 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 of $174.00. The cut-off date to make your reservations is Wednesday, June 19, 2024 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. Please click HERE to make online reservations. Continuing Education For over 20 years, bankers in need of CTFA and CLE credits have been eligible to earn continuing education credits needed to maintain their certification. The school allows registrants to attend Junior or Senior classes from one day to the entire week to earn CE credits needed without the need of taking the school exam. To register for this special program, please contact us. FBA Education Contacts Olga Williams Professional Development Coordinator ojwilliams@floridabankers.com 850-701-3501 Future Sessions
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Florida Trust & Wealth Management School
2023 2023 Tinsley-Wells Honor Graduate
Andrew Aiello (L) Sabal Trust Company Mark Parthemer (R) Chairman, FBA Trust Division |
2023 Florida Trust & Wealth Management School Class Officers
(Left to Right) Carolina Romero, Class Treasurer - Coral Gables Trust Company Andrew Aiello, Class President - Sabal Trust Company Jordan Padova, Class Vice President - Sabal Trust Company |
2023 Florida Trust & Wealth Management School Directors
(Left to Right) Karen McCrae-Lee Fatt, Truist Wealth Burns Dobbins, Bessemer Trust Darryl Gordon Amy Hale, BMO Wealth Management |
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