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CRSP Continuing Education Credit Options

Pre-Approved ABA Options

The following ABA programs have been pre-approved for Certified Retirement Services Professional (CRSP) continuing education (CE) credits as indicated below:

Conferences/Schools

Due to changes in content, new program credits are added 30 days prior to the date of the event. Please check back to see actual credits approved.

Program TitleCredits
ABA Wealth Management and Trust Conference, February 23-25, 202010.50
ABA Wealth Management and Trust Conference, February 10-12, 201912.00

Webinars

Browse Available Programs

Program TitleCredits
Recent Developments in Estate and Trust Administration, December 3, 2020
2.00
Evolving Standards in Trustee Compensation, October 1, 2020
2.00
Hot Topics in Fiduciary Litigation, May 7, 2020
2.00
Testamentary Planning with IRAs, March 5, 2020
2.00
The SECURE Act: What the New IRA and ERISA Provisions Mean for Your Bank, February 27, 2020
1.25
Recent Developments in Estate and Trust Administration, December 5, 20192.50
Understanding IRA Required Minimum Required Distributions, November 21, 2019 1.25
Key Custodial Practices for Holding Private Assets in an IRA or HSA, August 8, 2019 1.25
Fiduciary Litigation, May 2, 20192.50

Online Training Courses

Course TitleCredits
Applying Fiduciary Principles and Ethics
0.75
Asset Allocation and Portfolio Management1.00
Banking Law and Referrals1.00
Bond Selection and Analysis1.00
Certificate in Core Concepts for Fiduciary Advisors
3.25
Certificate in Fiduciary Principles and Ethics
1.50
Economics & Markets1.00
Education Planning Solutions for Minors1.00
Ethical Issues for Bankers1.00
Fiduciary Ethics
0.75
Fiduciary Law1.00
Fundamentals of Alternative Investment Products1.00
Fundamentals of Life Insurance1.00
Health Savings Account (HSA) Expert Certificate
5.25
Introduction to Investment Management0.50
Introduction to IRAs0.75
Introduction to Planning for Retirement Assets1.00
Investment Policy1.00
Investment Products1.25
IRA Online Institute36.75
Managing Life Insurance Policies1.00
Minimizing Fiduciary Risk and Litigation1.00
Prudent Portfolio Management1.00
Stock Selection and Analysis1.00
Trust Fundamentals
0.75

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.

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