The Lundy-Fetterman School of Business hosted the weeklong 55th Annual Trust Advisors Institute (TAI) from May 30 to June 7. A nationally recognized continuing education program for trust bankers, TAI offers participants Certified Financial Planner continuing educational credit and leads to Accredited Trust and Financial Advisor (ATFA) certification.
The ATFA certification program belongs to Campbell University and is rapidly becoming a standard of excellence for fiduciaries nationwide. In addition, TAI graduates meet the education requirements to sit for the Certified Trust and Fiduciary Advisor certification offered by the American Bankers Association.
The TAI faculty is made up of leading attorneys, investment experts and trust managers from around the country. This year, 62 trust officers representing 20 states participated. Attendees were introduced to the very latest in regulatory requirements and complex planning strategies in the areas of law, taxation, administration, employee benefits, financial planning, investments, the management of specialty assets, compliance, sales and estate planning…