Florida Trust & Wealth Management School

11/05/2019

Have you heard? You may now log into the Student Portal and register for the 2020 Florida Trust & Wealth Management School! We're looking forward to seeing you all in July!

12/03/2018

Registration for the 2019 Florida Trust & Wealth Mgmt. School is now open!

07/14/2018

Congratulations to the Class of 2018, the latest graduates of the Florida Trust & Wealth Management School!

07/12/2018

This is the last full day of the 2018 School year as tonight the freshman, junior, and senior students are studying and getting ready for exams tomorrow. Good luck, students!

07/08/2018

We're excited to see all of our FTS students today for the 3:30 class and the opening reception, starting at 5:30!

07/03/2018

Did you download or update to our new app yet for Trust School? Check it out by searching "FL Bankers" in the Apple or Android app store!

06/22/2018

Trust School Update Alert! An email was sent this morning to all students with information regarding class materials and important information. Be sure to review that email/information prior to arriving at school. See you then!

05/25/2018

Friday Faculty Spotlight: Meet Joseph "Joe" Dionioso, a Managing Director and Senior Financial Planner at First Republic Investment Management. In his role as Senior Financial Planner, Mr. Dionisio works with high net worth and ultra high net worth individuals to provide comprehensive financial planning services.

Joe teaches all grade levels at the school, ranging from Basic Financial Planning to Advanced Retirement and Financial Planning.

This year's brochure and class schedules are shown below:2018 Brochure | Freshman Schedule | Junior Schedule | Senior Schedule

05/11/2018

Friday Faculty Spotlight: Meet Randy Pople, Chief Operating Officer at Pople Financial Consulting, Inc. Pople is a Certified Financial Planner™ and an Accredited Estate Planner® with over thirty years of experience in Estate Planning and Wealth Management.

Randy will be teaching freshman and juniors a range of courses, from Personal Trust Basics to Estate Planning & Doc. Analysis.

This year's brochure and class schedules are shown below:2018 Brochure | Freshman Schedule | Junior Schedule | Senior Schedule

05/07/2018

Are you a current student or past graduate of the Florida Trust School? If so, show off your hard work by adding the new Florida Trust School alumni page to the education section to your LinkedIn!

Update your LinkedIn profile: https://goo.gl/9db5m7

04/27/2018

Faculty Friday Spotlight: Meet Lester Law, a member of Franklin Karibjanian & Law in Washington, D.C.Lester has published numerous articles in the Florida Bar Journal, Trusts & Estates, Probate & Property, Tax Notes, the ABA-RPTE Section Website, BNA-Bloomberg and other publications.

Lester will be teaching freshman, juniors, and seniors a range of classes, from GST tax to Advanced Estate Planning.

This year's brochure and class schedules are shown below:2018 Brochure | Freshman Schedule | Junior Schedule | Senior Schedule

10/10/2017

The 9th Annual FBA Emerging Leaders D.C. Trip is underway, starting with a briefing in the FDIC boardroom, learning more about regulatory relief and how it impacts our community banks.