Associate Member – $200/year
For anyone interested in the trustee field.
ITA Certified Independent Trustee – $300/year plus $250 Application Fee
Requires certification committee approval plus
A) 5 years serving as trustee in three family branches, & 3 different administrative environments, or
B) 3 years experience having passed three Cannon courses or their equivalent
ITA Master Certified Independent Trustee – $400/year plus $250 Application Fee
Requires certification committee approval plus
A) 10 years serving as trustee with JD, CPA, CFP, CTFA, or
B) 10 years serving for at least 10 trusts with different families, in 5 different administrative environments.
The Certification Reference form may be obtained here.
Additional Benefits
US Members have access to
Medical, Dental, Vision and Life Insurance with year round enrollment!
Unlimited CLE through trusteealliance.i-course.com.
Additional online training videos – View Sample of “First Trust Administration”.
These products and services are owned or administered by their respective companies/brokers and have been made available to members of the ITA. Membership in the ITA does not guarantee insurance acceptance or coverage.
Membership & Certification Requirements Chart
Certification must be renewed every three years