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Maintain the CTFA

How to Submit Continuing Education (CE) Credit

View instructional video for tips on how to successfully submit your CE credit.
Attention: The same training program may only be added to your certification record one time during a 3-year CE cycle.

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Renewal Requirements

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

To enter your continuing education credits and pay your annual fee, go to the Certification Manager.

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Pre-Approved ABA Options

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

Certificate TitleCredits
Certificate in Asset Management13
Certificate in BSA and AML Compliance3.25
Certificate in Core Concepts and Ethics for Fiduciary Advisors4.50
Certificate in Fiduciary Principles and Ethics2.25
Certificate in Fiduciary Relationship Management7.00
Certificate in Fiduciary Risk and Compliance2.25
Certificate in Integrated Wealth Planning and Advice19.75
Certificate in Trust Administration7.75
Course TitleCredits
Account Acceptance and Termination1.00
A Deeper Dive into Non-Financial Assets0.50
Alternative Investment Products1.00
Annuities0.50
Applied Behavioral Finance1.25
Applying Fiduciary Principles and Ethics0.75 
Asset Allocation and Diversification1.00
Bond Selection and Analysis1.00
BSA/AML: CIP Advanced0.75
BSA/AML: Exempting Customers from CTR Reporting0.50
BSA/AML Fundamentals0.75
BSA/AML: Recordkeeping-Wires, Money Orders, and Other Challenges0.50
BSA/AML: Reporting0.50
BSA/AML: Risk Assessment and Customer Due Diligence0.25
BSA/AML: SAR Reporting1.00
BSA/AML: USA PATRIOT Act0.50
Developing a Personalized Wealth Management Strategy0.75
Discretionary Distributions1.00
Duties and Powers of the Trustee1.00
Economics & Markets1.25
Education Planning for Minors1.00
Effective Client Engagement Through "Wealth Personas"0.75
Emotional Intelligence for Wealth Advisors0.50
Engaging in Multigenerational Conversations with Clients0.75
Engaging With Centers of Influence0.50
Environmental Liabilities of Fiduciaries0.50
Estate and Probate Administration1.00
Estate Planning Fundamentals0.75
Estate Planning for the Marital Deduction1.00
Estate Planning for the Business Owner1.00
Ethical Issues for Bankers1.00
Federal Estate Tax0.75
Fiduciary Compliance0.50
Fiduciary Ethics0.75
Fiduciary Income Tax1.25
Full Balance Sheet Advice
0.50
Fundamentals of Life Insurance
1.00
Generation-Skipping Transfer Tax1.25
Gift Strategy and Taxation1.00
Health Savings Account (HSA) Expert Certificate
5.25
Importance of Proper Titling of Assets and Regular Titling Reviews0.50
Individual Income Tax1.50
Interacting with Financial Advisors0.50
Introduction to Analyzing Financial Statements3.75
Introduction to Fiduciary Risk Management and Compliance0.50
Introduction to Integrated Planning and Advice0.50
Introduction to Investment Management0.50
Individual Retirement Accounts0.75
Introduction to Trust Administration.75
Investment Policy0.75
Investment Products1.25
Investment Strategies for Inherited Wealth0.50
IRA Online Institute29.5
Know Your Competition0.75
Life Insurance Policies0.75
Managing Fiduciary Risk and Litigation0.75
Managing the Dynamic Nature of Client Financial Needs0.75
Mastering the Art of Inquiry0.75
Developing and Delivering a Compelling Personal Value Proposition0.75
Philanthropic Planning0.75
Planning Considerations for Life Insurance0.75
Planning for Retirement1.00
Post-Mortem Tax Planning
1.50
Preparing the 7060.75
Prudent Portfolio Management0.50
Qualified Retirement Plans1.00
Selling Value0.50
Special Needs Trusts0.75
Stock Selection and Analysis0.75
Structure Analysis and Advice0.75
Sustainable and Responsible Investing0.50
Trust Fundamentals0.75
Fundamentals of Insurance1.50
The Role of a Private Banker0.50
Types of Trusts0.75
Understanding and Explaining Investment Performance1.00
Understanding Fiduciary Principles0.75
Understanding Gender, Culture, and Generational Influences in Managing Wealth0.50

Browse Available Programs

Program TitleCredits
Fiduciary Litigation Annual Review (2024), May 2, 20242
Asset Rich, Cash Poor: Planning for the Illiquid Estate, June 6, 20242
Get More Comfortable with Uncomfortable/Difficult Client Conversations, July 16, 20241.25
Planning Challenges for Families with Multi-National Family Members or Assets, September 5, 20242
Couples and Conflict: Tactics for Identifying and Managing Differences, September 17, 20241.25
Sunset 2025? Planning with Estate Tax Exclusion Given Future Uncertainty, October 3, 20242
Managing Conflicts in a Trust, November 7, 20242
Strategic Philanthropy in 2025 – New Year Conversations for Advisors, November 14, 20241.25
Recent Developments (2024), December 5, 20242
2025 Post Election Implications for Wealth Clients, December 17, 20241.25
Economic Horizons: What Wealth Advisors Need to Know for 2025, January 23, 20251.25
Planning with Retirement Accounts After the Secure Act, February 13, 20252
How Your Client’s Money History Impacts Financial Planning, February 18, 20251.25
Decanting Deep Dive, March 6, 20252
Impact of the Election on Future Tax Legislation, April 3, 20252
How to Communicate Your Value with Confidence, April 9, 20251.25
Fiduciary Litigation Annual Review for 2025, May 1, 20252
Post-Mortem Publicity Rights, June 5, 20252
Wealth Management and Trust Services Through the Financial Advisors Lens, June 24, 20251.25
Artificial Intelligence: How Advisors are Evolving in 2025, July 22, 20251.25
A Comprehensive Look at Formula Valuation Clauses, September 4, 20252
Master Conversations on Advisory Fees, September 11, 20251.25
Directed Trusts Revisited, October 2, 20252
Developments in the Treatment of Trusts in Divorce, November 6, 20252
The Power of Mindset in Achieving Client Success, November 19, 20251.25
Recent Developments: 2025 Estate and Trust Administration, December 4, 20252

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 Title
Wealth Management and Trust Conference
Advanced Wealth Management and Trust School

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.

Annual Fee Dates

You will receive a notice to pay your annual fee by email in October of each year. The fee is due no later than January 31 of the following year.

*The fee notice will be sent to your Certification Manager account’s primary email. Please be sure your primary email is up to date on your dashboard. We also encourage you to add a back-up email in the space provided to ensure that we can stay in contact with you.

Still have questions?

Check out our continuing education FAQs.

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