CTFA Continuing Education Credit Options

Pre-Approved ABA Options

The following ABA programs have been pre-approved for Certified Trust and Financial Advisor (CTFA) continuing education (CE) credits as indicated below:

 

 Conferences/Schools

 

Program Title Credits
ABA Trust School - Foundational, September 24-29, 2017 47.50
ABA Trust School - Intermediate, September 24-29, 2017 47.25
ABA Trust School - Advanced, September 24-29, 2017 46.25
ABA Wealth Management and Trust Conference, Feb. 22-24, 2017 21.00
ABA Trust School - Foundational, September 25-30, 2016 45.25
ABA Trust School - Intermediate, September 25-30, 2016 44.75
ABA Trust School - Advanced, September 25-30, 2016 44.00
ABA Wealth Management and Trust Conference, Feb. 28-March 1, 2016 21.25

 

 Briefings

 

View Available Recordings

Program Title Credits
Recent Developments in Estate and Trust Administration, December 6, 2018 ​2.50
Prudent Investment Rule and Concentration Issues, November 1, 2018 2.0​0
Decanting Issues, October 4, 2018
​2.50
​Issues that Arise with Grantor Trusts, September 6, 2018
​2.50
Ethical Issues for Trust Professionals, June 7, 2018 ​2.50
​Fiduciary Litigation Workshop, May 3, 2018 ​2.50
Trustee's Duty to Account and Disclose, April 5, 2018
2.50​
​Annual Exclusion Gifts and Other Gifting Strategies, March 1, 2018
2.50​
Security and Privacy Issues for Fiduciaries and Clients, February 1, 2018 2.00​
Recent Developments in Estate and Trust Administration, December 7, 2017 2.50
Planning for the Elderly: What Can and Should Be Done for an Increasingly Aging Population, November 2, 2017 2.50
A New Look at Distribution Standards, October 5, 2017 2.50
Robo-Advisors - What Do They Mean for the Wealth Industry? September 14, 2017 2.00
Retirement Benefits, September 7, 2017 2.50
IRAs: Beyond the DOL Fiduciary Rule, August 10, 2017 2.00
Planning in Illiquid Estates, June 1, 2017 2.50
Fiduciary Litigation Roundtable, May 4, 2017 2.50
Challenging Ethical Times: Fiduciary vs. Suitability, April 20, 2017 2.00
Trustee Liability for Investments -- A Review of the Current State of the Prudent Investor Rule; Delegation; and Direction, April 6, 2017 2.50
The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques, March 2, 2017 2.50
Current State of Asset Protection, February 2, 2017 2.50
Recent Developments in Estate and Tax Administration, December 1, 2016 2.50
Twenty Steps to Avoid Fiduciary Litigation, November 3, 2016 2.50
Behavioral Finance and Fiduciary Discipline, October 12, 2016 2.00
Are You a Fiduciary?, October 6, 2016 2.50
Issues with Art and Other Collectibles in the Administration of Trusts and Estates, September 8, 2016 2.50
A New Age for Money Market Funds: Implications for Fiduciaries and Custodians, August 3, 2016 2.00
Divergent Central Bank Activity: Current Policies and Impact, June 28, 2016 2.00
Charitable Tales from the Crypt, June 2, 2016 2.50
Ruptured Regulation: DOL Fiduciary Rule's Impact on Bank Retirement Services, May 25, 2016 2.00
Fiduciary Litigation Roundtable, May 5, 2016 2.50
The New Paradigm in Trusts and Estates Valuation, April 7, 2016 2.50
2016 Outlook: Economics, Capital Markets, and Investment Strategies, March 8, 2016 2.00
Uniform Fiduciary Access to Digital Assets Act (UFADAA) and Digital Assets, March 3, 2016 2.50
Life Insurance in a 21st Century Estate, February 4, 2016 2.50

 

 Online Training Courses

 

Course Title Credits
Account Acceptance and Termination 1.00
Asset Allocation and Portfolio Management 1.00​
Banking Law and Referrals 1.00
Basic Administrative Duties of a Trustee 12.00
Basic Characteristics of a Trust 1.00
Bond Selection and Analysis 1.00​
BSA/AML: CIP Advanced 0.75
BSA/AML: Complying with the BSA 0.50
BSA/AML: Exempting Customers from CTR Reporting 0.50
BSA/AML: Overview 0.25
BSA/AML: Recordkeeping-Wires, Money Orders, and Other Challenges 0.50
BSA/AML: Reporting 0.50
BSA/AML: Risk Assessment and Customer Due Diligence 0.25
BSA/AML: SAR Reporting 1.00
BSA/AML: USA PATRIOT Act 0.50
Certificate in BSA and AML Compliance 3.25
CTFA Exam Online Prep 30.00
​CTFA Investment Management: Catch Up On CE Credits 6.00​
Discretionary Distributions 1.00
Duties and Powers of the Trustee 1.00
Economics & Markets 1.00​
Education Planning Solutions for Minors 1.00​
Elder Financial Abuse 0.50​
Estate and Guardian Administration 1.00
Estate Planning to Achieve Client Goals 1.00​
Estate Planning for Charitable Giving 1.00​
Estate Planning for IRAs and Qualified Plan Balances 1.00​
Estate Planning for the Marital Deduction 1.00​
Estate Planning Solutions for the Business Owner 1.00​
Ethical Issues for Bankers 1.0​0
Fiduciary Income Tax 1.00​
Fiduciary Law 1.00
Fundamentals of Alternative Investment Products 1.00​
Fundamentals of Life Insurance 1.00​
Generation-Skipping Transfer Tax 1.00​
Gift Taxation 1.00​​
A Guide to Ethics in Fiduciary and Trust Activities 0.75​
A Guide to Ethics in Financial Planning 0.50​
A Guide to Ethics in Investments 1.25​
A Guide to Ethics in Tax Law and Tax Planning 0.50​
How Trusts are Taxed 1.00​
Income Tax Planning ​1.00
Introduction to Analyzing Financial Statements 3.75​
Introduction to Estate Planning 2.00​
Introduction to Investment Management 2.75​
Introduction to IRAs 0.75​
Introduction to Planning for Retirement Assets 1.00​​
Introduction to Trust Administration 2.00
Introduction to Trust Products and Services 12.00
Investment Policy 1.00​
Investment Products 1.00​
IRA Online Institute 37.00​
Managing Life Insurance Policies 1.00​
Minimizing Fiduciary Risk and Litigation 1.00​
Planning for Estate Tax 1.00​
Privacy for Customer Contact Personnel 0.50
Prudent Portfolio Management 1.00
Special Needs Trust 1.00​
Stock Selection and Analysis 1.00
Types of Insurance 1.00
Understanding Transfer Tax 1.00

Other CE Options and FAQs

See links below for all general types of programs that do and do not qualify for continuing education credits, along with frequently asked questions.

Need to Report CE Credits?

 
 

​Questions? Please contact ABA Certifications for more information.