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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 1905 Hotel Plaza Boulevard, Lake Buena Vista, Florida 32830 Phone Reservations: 407-828-2828 Room Rate: $174 per night ++ Please click HERE to make online reservations 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 10, 2026, or until the room block has sold out. Any reservation requests made after that date will be accepted on a space and rate available basis. 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. The 2026 Trust School curriculum will be submitted for continuing education credit approval at a later date, and the number of credits awarded will be reported once confirmed. The information below reflects the continuing education credits earned for the 2025 Trust School curriculum and is provided for reference only, not as a guarantee of future credit approval. Awarded in 2025, not guaranteed for 2026 ABA Freshman Class: 29.5 CTFA, 11.5 CCTS, 8.5 CRSP Junior Class: 29.5 CTFA, 11.5 CRSP, CCTS, 7 CISP Senior Class: 29.5 CTFA, 11.5 CRSP, 8.5 CCTS The Florida Bar CLE credits: 33.5 General, 2.0 Ethics Certification Credits: Wills, Trust & Estates: 33.5 FBA Education Contacts Olga Williams Professional Development Coordinator [email protected] 850-701-3501 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 - Trust 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 |