In This Section
If you do not complete the application by the due date, your registration will be cancelled and any applicable refunds provided. After submitting your application, you will receive an Approval/Denial email from ABA within two weeks after receiving your application, along with additional details about taking the exam. If your application is denied, you will receive a refund of your exam fee minus a $100 application fee.
August 1 - 31, 2024 testing window, first exam sitting*. Application is due by June 3, 2024.
Price: $775
Sign In to Add to CartOctober 1 - 31, 2024 testing window, first exam sitting*. Application due by August 2, 2024.
Price: $775
Sign In to Add to CartDecember 1 - 16, 2024 testing window, first exam sitting*. Application due by October 2, 2024.
Price: $775
Sign In to Add to CartPrice: $775
Sign In to Add to CartPrice: $775
Sign In to Add to CartRetake Fee: $475
Purchase in the LMS* This price includes the exam fee, only. If this is your first time sitting for this exam, then you must choose a date for an initial sitting.
Exam Date | Application Due Date |
---|---|
August 1 - 31, 2024 | June 3, 2024 |
October 1 - 31, 2024 | August 2, 2024 |
December 1 - 16, 2024 | October 2, 2024 |
February 1 - 28, 2025 | December 3, 2024 |
April 1 - 30, 2025 | February 5, 2025 |
June 1 - 30, 2025 | April 2, 2025 |
For full details on taking the exam and scoring, please read the Certification Exam FAQs.
Test Sites - Candidates select a date and time within the identified date range, subject to testing center availability. Find Test Site locations by City/State.
Please note, the February exam will only cover laws and regulations in effect through 12/31 of the prior year. All other exams will cover current laws and regulations.
The Reference Guides to Wealth Management and Trust are updated annually and released in the spring. If you are taking the exam during the February exam window, the Reference Guide released the prior year will suffice. If you are taking the exam at any other time in the year, the Reference Guide released in the spring is recommended. The Reference Guides are available for pre-order beginning in January.
Should you need to cancel or reschedule your exam after application, please review the procedures and fee schedule on the Exam Cancellation/Rescheduling page.
All change and cancellation requests must be emailed to ABA Certifications.
Get information on upcoming webinars, deadlines, and other developments for Certification.