Trust Advisors Institute

image of faculty teaching

Program overview

Trust Advisors Institute (TAI) is an exceptional educational opportunity—whether you’re a seasoned veteran looking to “brush up” on current practices and policies, or a newcomer seeking a comprehensive overview of the issues in your field.

For more than five decades, the Trust Advisors Institute has helped thousands of the nation’s trust and wealth management professionals enrich their knowledge, expand their careers and grow their institutions.

Learn more

Program options