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Nebraska Recognizes CTFA Credential
Washington - Dec. 20 - The State of Nebraska's Department of Banking and Finance officially announced it has found the Certified Trust and Financial Advisor credential acceptable for use by investment adviser representatives and broker-dealer agents in advertising and on business cards and stationery. (It is not an alternative to the examination requirements for investment adviser representatives as previously stated.)
Important Information for ICB Exam Candidates
ICB must receive your application to sit for an exam a minimum of 45 days prior to your exam date in order to make appropriate arrangements. Late applications will not be accepted. Applications received less than 45 days prior to a given exam date will be held for the next scheduled individual proctored exam administration.
Requests for withdrawal or cancellation must be received in writing. There is an exam withdrawal fee, the amount of which depends on when an exam candidate withdraws from the exam. For specific application due dates and withdrawal deadlines, please visit the Certification Programs page and click on the appropriate designation.
ICB Adds Three New Certifications
ICB recently launched three new certifications: Certified Customer Service Representative (CCSR), Certified Personal Banker (CPB), and Certified Bank Teller (CBT).
New Ethics Requirement for CTFAs
Beginning in 2006, CTFAs were required to earn and report credits in the area of Ethics as part of their three-year continuing education cycle. The overall three-year continuing education requirement for CTFAs stands at 45 credits, three of which must now be in Ethics. The current requirement for at least six credits per cycle in each of the other four knowledge aress -- Fiduciary and Trust Activities, Personal Financial Planning, Tax Law, and Investment Management -- remains intact, with Ethics now a fifth knowledge area for CTFAs.
The July/August 2007 issue of ABA Trust & Investments magazine focused on various ethical issues confronting trust professionals. CTFAs who receive a passing score on that Continuing Education (CE) Quiz will receive one CE credit in the Ethics category. (CCTS, CISP, CRSP and CSOP designees will receive one credit towards their respective credentials.)
Online Quizzes Provide CE Credits
If you are a CCTS, a CFMP, a CISP, a CRCM, a CRSP, a CSOP, or a CTFA, you can make even more use of the ABA magazine you receive as a benefit of your certification! Read the articles, click on the link above, and take the 10-question quiz there, which is based on the articles in that issue. If you score at least 70 percent, you will earn one CE credit, which will be recorded in your record. Do this with each issue of your magazine, and you'll have made a substantial dent in your continuing education requirement. (Quizzes are available in ABA Bank Compliance, ABA Bank Marketing, and ABA Trust and Investments magazines.)
Upcoming ABA-sponsored events are listed below. If you are considering ICB certification, review this list to find programs that help fulfill the education requirements needed to sit for the ICB examination.
If you are a current ICB member, review the list to identify continuing education opportunities to help fulfill your continuing education requirements.
Conferences/Schools
 April 27 - May 3, 2008 - ABA National Trust School
Atlanta, GA - 46.25 CTFA (17 Fid; 6 FP; 14 Tax; 9.25 Inv) Credits
April 27 - May 3, 2008 - ABA Graduate Trust School
Atlanta, GA
Level 1: 45.5 CTFA
(7 Fid; 22.75 FP; 6.5 Tax; 9.25 Inv) Credits
Level 2: 40.5 CTFA
(9.25 Fid; 14 FP; 8 Tax; 7 Inv; 2.25 Eth) Credits
May 3-9, 2008 - ABA School of Bank Marketing and Management
Dallas, TX
Year I: 47 CFMP Credits
Year II: 32 CFMP Credits
June 7, 2008 - ABA Fair Lending Modeling Symposium
Chicago, IL - 8.0 CLBB, CRCM Credits
June 7, 2008 - ABA Suspicious Activity Risk & Reporting Workshop
Chicago, IL - 8.0 CFSSP, CRCM Credits
June 8-11, 2008 - ABA Regulatory Compliance Conference
Chicago, IL - 16.75 CLBB, 17.0 CFSSP, 41.25 CRCM Credits
June 12-20, 2008 - ABA National Graduate School of Banking
Philadelphia, PA - ICB Credits to be determined
June 14-20, 2008 - ABA Stonier Graduate School of Banking
Philadelphia, PA
Accelerated: 25.5 CFMP Credits
Level I: 21.0 CFMP Credits
Level II: 22.0 CFMP Credits
Level III: 13.5 CFMP Credits
June 23-25, 2008 - ABA Forum for Fiduciaries
Chicago, IL - 18.75 CTFA (8.5 Fid; 4.5 FP; 2.0 Tax; 2.5 Inv; 1.25 Ethcs) Credits
August 3-8, 2008 - ABA School of Bank Card Management
Atlanta, GA - ICB Credits to be determined
September 14-16, 2008 - ABA Marketing Conference
Denver, CO - 22.5 CFMP Credits
Telephone Briefings
May 1, 1:00 - 3:00 p.m. ET – The Duty of Fiduciaries to Disclose Information to Beneficiaries and Privacy Information Security
2.5 CISP, CRSP, CTFA (Fid) Credits
May 14, 2:00 - 3:30 p.m. ET – Current HR Hot Topics: Financial and Regulatory Pressures
2.0 CRCM Credits
May 15, 2:00 - 4:00 p.m. ET – Bank-Insurance Agency Compliance and Integration -- Compensation Arrangements; Referral Fees; and Multi-State Licensing
2.5 CLBB, CRCM Credits
May 20, 2:00 - 3:30 p.m. ET – Building Client Advocacy: New Opportunities for Wealth Managemennt Firms
2.0 CTFA (Fid) Credits
June 4, 2:00 - 3:30 p.m. ET – Your Critical Guide for Identifying Account Acceptance Risk in Personal Trusts
ICB Credits to be determined
June 5, 1:00 - 3:00 p.m. ET – What Fiduciaries Need to Know About S Corporations
2.5 CRSP, CTFA (Fid) Credits
June 18, 1:00 - 2:30 p.m. ET – Are You Maximzing Results From Your Bank's Email Marketing?
2.0 CFMP Credits
September 4, 1:00 - 3:00 p.m. ET – Administration of Dynasty of Perpetuities Trusts: Tax and Non-tax Considerations
2.5 CTFA (Tax) Credits
October 2, 1:00 - 3:00 p.m. ET – Selected Fiduciary Income Tax Issues
2.5 CTFA (Tax) Credits
November 6, 1:00 - 3:00 p.m. ET – Fiduciary Issues in Using Open Architecture and Affiliates
2.5 CRSP, CTFA (Fid) Credits
December 4, 1:00 - 3:00 p.m. ET – Recent Developments in Estate Planning
2.5 CRSP, CTFA (Tax) Credits
Complete
list of Conference/Schools
Complete
list of Telephone Briefings
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