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Continuing Education
Upon achieving certification status, you must continue to maintain and enhance your expertise. You are responsible for completing a designated number of continuing education (CE) credits every three years. The continuing education requirements have been established to ensure that you can document a high level of commitment to maintain the knowledge and skill expertise, which originally qualified you to be certified.
You have the ability to enter your continuing education credits online. Please click here to submit the credits online. If you would prefer not to enter the credits online, you may use the paper forms:
CTFA Continuing Education Submission Form (see form for details of phase-in schedule for reporting continuing education credits in the Ethics knowledge area)
Continuing Education Submission Form (for all designations except CTFA)
Continuing Education Submission Form Instructions (all designations)
Continuing Education Opportunities
Post-certification education activities, which focus on subject matter directly related to the applicable exam outline, can be approved for continuing education credit. To assist our members in meeting this goal, ICB recognizes a variety of continuing education options. Please review the options below and -- for additional ideas -- click here to read the article titled "Think Creatively about Continuing Education Opportunities."
- Attend a professional education event. ABA, among many other providers, offers excellent professional development options including conferences, workshops, seminars, forums, schools and telephone briefings.
- Enroll in a class. AIB courses are readily available and often convenient. Also consider enrolling in a college course that relates to your designation.
- Participate in user groups or training meetings with staff, clients, or other professionals.
- Attend preparatory courses for certain securities, investments, and insurance licensing programs as well as courses used to prepare individuals for exams administered by non-ICB related certification programs.
- Learn independently by listening to ICB-approved video or audio programs. ABA offers a variety of audio recordings derived from actual sessions conducted at various ABA conferences. ABA also offers audio CDs of previously-held ABA telephone briefings.
- Participate in an ICB-approved online course. There is a growing number of relevant online courses available to ICB members. For example, the expanded array of AIB online courses, many of which have been approved for CE credit, makes AIB a very attractive option.
- Write articles for national magazines, newspapers or newsletters, such as ICB's Certified Mail, ABA Trust & Investments magazine, ABA Bank Marketing magazine, or ABA Bank Compliance magazine.
- Contribute to the development of a book or some other document by serving as an author, reviewer, or editor.
- Submit test questions for your ICB designation's exam test bank. (Contact ICB for details.)
- Grade papers for ABA's National & Graduate Trust Schools or the ABA Bank Marketing School(s).
- Complete quizzes published in any of the following magazines for CE credit: ABA Trust & Investments, ABA Bank Compliance, ABA Bank Marketing, Wealth Manager or Journal of Financial Planning. Please click here for additional information.
- Participate on an ICB-approved advisory board or task force.
- Serve as a mentor for an ICB exam candidate. To assist you in your efforts, Mentoring Guidelines have been established. Please read the guidelines prior to serving as a mentor.
- Retake your certification examination. Members who have reached the last year of the three-year cycle without having fulfilled their continuing education requirements are eligible to become re-certified by taking the appropriate ICB examination. Successful completion of the examination will automatically renew certification status for three more years.
How Do I Know if an Activity has Received ICB Approval?
Many programs list ICB continuing education credit information directly in their promotional and/ or course materials.
Check with your own internal training coordinator to determine if any internal training programs have been approved for ICB continuing education credit. If there is a course that you wish to have reviewed, please obtain the Continuing Education Provider Application and submit the required information via fax or mail. The review period for all programs is approximately four weeks and you will be notified in writing of the outcome once the review is complete.
Continuing education sponsors wishing to submit programs to ICB for review and approval should obtain the Sponsor Continuing Education Application and submit the required information via fax or mail along with the required fee. The review period for all programs is approximately four weeks and you will be notified in writing of the outcome once the review is complete.
How Do I Document the Continuing Education that I Have Completed?
ICB's continuing education documentation process is very easy to follow. As you complete each continuing education activity, remember to retain proof of registration and completion (i.e. a completion certificate and an outline or syllabus). To determine how to document the credit for self-study programs, please click here.
Please note that you must retain the original registration and completion documentation in your files for up to one year after your cycle is complete. This will ensure that you are prepared in the event that ICB should find it necessary to audit your records.
As explained previously, you must accumulate the designated number of CE credits every 3 years. If you fail to earn those credits in a given three-year cycle, it may result in your membership status being suspended and/or decertification.
For specific continuing education opportunities for each of our certification programs, select from the following:
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