Maintain the CTFA

To maintain your Certified Trust and Financial Advisor (CTFA) in good standing, the following are required: 

  • 45 CE credits every 3 years 
  • Annual renewal fee​​
  • Adherence to the Code of Ethics 
​​​​​​​
 

 Continuing Education

 

Continuing education (CE) programs do not require pre-approval by ABA. However, a continuing educational program must relate to one or more knowledge areas found on the CTFA examination outline.

Programs that Qualify for Credit

Calculating Continuing Education Credits

To calculate your CE credits, divide the number of instructional minutes by 50. Fifty (50) minutes of instruction equals one (1) credit. Round up this number to the nearest quarter hour. Do not include breaks or meal functions; motivational speeches; business meetings; introductory remarks; non-guided, unstructured group discussions; or award presentations or receptions.

Carry-over Credits

If you earn excess CE credits over the course of your 3-year CE cycle, ABA will automatically carry over to the next CE cycle up to 15 credits.

Carry-over credit is a benefit only available to those holders who report their CE by the cycle due date. These credits are added in March following the close of the CE cycle.

How Do I Report My CE Credits?

Please enter your continuing education credits in the Certification Manager.

 

 

 Renewal Fee

 

A CTFA Renewal Fee is assessed annually once certification has been granted. A discount is applied to a member who holds more than one certification. Group discounts are not available. Fees are subject to change without notice.

Certification Renewal Fee $249
Two ABA Certifications​ $399
​Three or More ABA Certifications $499


Your renewal due date is based upon when you earned your CTFA:

Date Certification Earned Renewal Notice Renewal Due Date
Prior to September 1, 2017 October January 31
Between September 1 and December 31, 2017
February March 31

 

 

 Code of Ethics

 

ABA recognizes the importance of promulgating a code of ethics that emphasizes the conduct, competency, knowledge, professionalism, integrity, objectivity, and responsibility of each person qualifying as a candidate for certification.

Certified professionals must adhere to the outlined ABA Professional Certifications Code of Ethics.

 

​Questions? Please contact ABA Certifications for more information.

 

 Navigate CTFA

 
 

 How-to Webinar

 

Register for a free upcoming webinar to better understand how to manage your certification, and report and track your credits in the Certification Manager.

  • December 5 • 2:30-3 pm ET

You can also access the previously recorded session at your convenience.