NEW! – Accredited Trust Financial Analyst (ATFA) Training

Our Accredited Trust Financial Analyst (ATFA) training program helps professionals to study and prepare for the ATFA exam. The program consists of three courses (that takes 9 days), with an additional 2-day review and one exam day for a total of 12 days. It can be completed as quickly as one year or extended over a period of time.

Session 1

• Fiduciary Law
• Fiduciary Tax (706, 1041)
• Income Tax (1040)
• Estate, Gift and Generation Skipping Tax

Session 2

• Trust Administration
• Estate Planning
• Estate, Gift and Generation Skipping Tax II
• Fiduciary Tax (706, 1041) II
• Income Tax (1040) II
• Fiduciary Law II
• Financial Planning II
• Insurance
• Investments II

Session 3

• Employee Benefits and IRA’s
• Audit and Compliance
• Financial Planning
• Investments
• Ethics

Recap and Review at the end of each session
Practice Exams
Exam Review
ATFA Examination

Personal trust experience is defined as experience in the various facets of delivering fiduciary support services relating to trusts, estates, guardianships, IRAs and individual asset management accounts.

Benefits of an ATFA Certification:

• Covers every important aspect of fiduciary administration
• Cost effective
• Experienced instructors
• Opportunity for your organization to complete the training either on- site or at a remote location; or a combination of the two

This training can be done individually or through AccuTech University.

To view first-hand testimonials on the benefits of training, please click on the following link:
AccuTech University