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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 24-25, 2021
 5.00
ABA Wealth Management and Trust Conference, February 23-25, 202010.50

Webinars

Browse Available Programs

Program TitleCredits
2021 Wealth Management and Trust Webinar Series Suite12.00
Recent Developments in 2021 for Estate and Trust Administration, December 2, 2021
2.00
International Estate Planning Fundamentals, October 7, 2021
2.00
Nonprobate Transfers: Advantages and Disadvantages, September 2, 2021
2.00
Valuation Principles and Issues, June 3, 2021
2.00
Fiduciary Litigation Annual Review (2021), May 6, 2021
2.00
Tax Planning Techniques Post-2020 Election, February 4, 2021
2.00
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

Online Training Courses

Course TitleCredits
Alternative Investment Products1.00
Annuities
0.50
Applying Fiduciary Principles and Ethics0.75
Asset Allocation and Diversification1.00
Banking Law and Referrals1.00
Bond Selection and Analysis1.00
Certificate in Asset Management
8.00
Certificate in Core Concepts and Ethics for Fiduciary Advisors3.25
Certificate in Fiduciary Principles and Ethics
1.50
Certificate in Fiduciary Risk and Compliance
1.25
Certificate in Integrated Wealth Planning and Advice
4.25
Certificate in Trust Administration
0.75
Economics & Markets1.25
Ethical Issues for Bankers1.00
Fiduciary Compliance
1.50
Fiduciary Ethics
0.75
Fiduciary Law1.00
Fundamentals of Life Insurance1.00
Health Savings Account (HSA) Expert Certificate
5.25
Introduction to Investment Management0.50
Individual Retirement Accounts0.75
Investment Policy0.75
Investment Products1.25
IRA Online Institute36.75
Life Insurance Policies0.75
Minimizing Fiduciary Risk and Litigation0.75
Planning Considerations for Life Insurance
0.75
Prudent Portfolio Management0.50
Qualified Retirement Plans1.00
Stock Selection and Analysis0.75
Sustainable and Responsible Investing
0.50
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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