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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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2026 Registration Fee
FBA Member Institution: $2,145 Non-Member Institution $4,290 Not sure if your institution is a member? Search Here |
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School Curriculum
Hotel Information
Renaissance Orlando Resort & Spa at Disney Springs Grand Ballroom I - IV 1905 Hotel Plaza Boulevard, Lake Buena Vista, Florida 32830 Phone Reservations: 407-828-2828 Room block extended to June 24th, 2026. Please click HERE to make online reservations Continuing Education For more than 20 years, bankers seeking CTFA and CLE credits have had the opportunity to earn continuing education credits toward maintaining their certifications. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. The 2026 Florida Trust & Wealth Management School has been approved for: Senior Class: 29 CTFA, 3.75 CRSP, 2.25 CERP credits Junior Class: 29 CTFA, 3 CRSP, 2.25 CERP credits Freshman Class: 26.75 CTFA, 8 CRCM, 5.75 CERP, 3.75 CRSP credits This statement is not an endorsement of this program or its sponsor. Certified professionals will report these credits at aba.csod.com. The 2026 Florida Trust & Wealth Management School has been approved by The Florida Bar Board of Legal Specialization and Education for a maximum of 33.5 hours of CLE General credit, 2.0 hours of CLE Ethics credit, and 33.5 hours of Certification Wills, Trusts and Estates credits. FBA will provide the reference course number for Florida Bar members to report their CLE credits online using the Member Portal at www.floridabar.org. CLE: 33.5 General credits, 2.0 Ethics credits Certification: Wills, Trust & Estates: 33.5 credits FBA Education Contacts Melanie Motiska Phone: 850-701-3515 Email: [email protected] Interested in Trust & Wealth Management? If you’re a professional working in trust services or wealth planning, consider joining FBA’s Independent Trust Professionals Peer Group. |
Florida Trust & Wealth Management School
2025 
2025 Tinsley-Wells Honor Graduate
Stacey-Ann Williams (C) BNY Mellon Wealth |
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2025 Florida Trust & Wealth Management School Class Officers
(Left to Right) Keith Raymond, Class Treasurer - Truist Wealth Management Stacey-Ann Williams, Class President - BNY Mellon Wealth MK Lynch, Class Secretary - Coral Gables Trust Company Mateo Marrullier, Vice President - Raymond James Trust |
2025 Florida Trust & Wealth Management School Directors
(Left to Right) David Frye - FineMark National Bank & Trust Karen Nolan - SouthState Bank Karen McCrae-Lee Fatt - Truist Wealth Burns Dobbins - Bessemer Trust |