Trust Advisors Forum
February 21-24, 2016

Register Online


May 29-June 5, 2015

Download the 2015 SETS Bulletin


SETS is open to professionals from a variety of institutions, including but not limited to banks, trust and investment companies, supervisory agencies, accounting firms, law firms, financial planning companies, brokerages, retirement plan providers, and benefits administrators.

Because SETS is limited to 90 students, early application is encouraged. Each candidate must complete the application form. To be considered, each applicant must be recommended by his/her manager. Admissions decisions are made by a SETS committee that includes members of the Trust Education Foundation's Board of Directors.

The total cost per student is $1,695, which includes tuition, room and board, and classroom materials. A $100 discount will be given to students who apply before April 15. Applications must be received by May 15.

Cancellation Policy
Cancellations received after May 15 will be refunded the application fee minus $100 to cover the cost of materials and handling.