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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, 2020TBD
ABA Wealth Management and Trust Conference, February 10-12, 201912.00
ABA Wealth Management and Trust Conference, February 25-27, 2018up to 20.25


Browse Available Programs

Program TitleCredits
Key Custodial Practices for Holding Private Assets in an IRA or HSA on August 8, 2019 1.25
Recent Developments in Estate and Trust Administration, December 5, 20192.50
Fiduciary Litigation, May 2, 20192.50
Retirement Services Recorded Briefings Suite, 5 recordings, 201812.00
Recent Developments in Estate and Trust Administration, December 6, 20182.50
HSAs, the Fiduciary Rule and Congress: Connecting Health and Wealth, November 13, 20181.25
Ethical Issues for Trust Professionals, June 7, 20182.50
Fiduciary Litigation Workshop, May 3, 20182.50
Understanding How Properly to Value Closely Held Businesses Held in IRA and Other Fiduciary Accounts, April 17, 20181.25
Trustee's Duty to Account and Disclose, April 5, 20182.50
The Impact of the 2017 Tax Act: What Trust and Estates Professionals Need to Know, February 1, 20182.00

Online Training Courses

Course TitleCredits
Asset Allocation and Portfolio Management1.00
Banking Law and Referrals1.00
Bond Selection and Analysis1.00
Economics & Markets1.00
Education Planning Solutions for Minors1.00
Ethical Issues for Bankers1.00
Fiduciary Law1.00
Fundamentals of Alternative Investment Products1.00
Fundamentals of Life Insurance1.00
Introduction to Investment Management4.50
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
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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?

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