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Important CE Change takes effect March 15, 2022

Review a short webinar for details on how to begin submitting CE credit for external training that has not been pre-approved. New process takes effect on March 15th.

View Webinar

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.

Login to the Certification Manager

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:

Course TitleCredits
Account Acceptance and Termination1.00
A Deeper Dive into Non-Financial Assets
0.50
Alternative Investment Products1.00
Annuities
0.50
Applied Behavioral Finance
1.25
Applying Fiduciary Principles and Ethics
0.75 
Asset Allocation and Diversification1.00
Banking Law and Referrals1.00
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
Elder Financial Abuse0.50
Emotional Intelligence for Wealth Advisors0.50
Engaging in Multigenerational Conversations with Clients
0.75
Engaging With Centers of Influence0.50
Environmental Liabilities of Fiduciaries
0.50
Estate and Probate Administration1.00
Estate Planning Fundamentals
0.75
Estate Planning for the Marital Deduction1.00
Estate Planning for the Business Owner1.00
Ethical Issues for Bankers1.00
Federal Estate Tax0.75
Fiduciary Compliance
0.50
Fiduciary Ethics0.75
Fiduciary Income Tax1.25
Full Balance Sheet Advice
0.50
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 Reviews 
0.50
Individual Income Tax1.50
Interacting with Financial Advisors
0.50
Introduction to Analyzing Financial Statements3.75
Introduction to Fiduciary Risk Management and Compliance
0.50
Introduction to Integrated Planning and Advice
0.50
Introduction to Investment Management0.50
Individual Retirement Accounts0.75
Introduction to Trust Administration.75
Investment Policy0.75
Investment Products1.25
Investment Strategies for Inherited Wealth
0.50
IRA Online Institute33.50
Know Your Competition
0.75
Life Insurance Policies0.75
Managing Fiduciary Risk and Litigation0.75
Managing the Dynamic Nature of Client Financial Needs
0.75
Mastering the Art of Inquiry
0.75
Developing and Delivering a Compelling Personal Value Proposition
0.75
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
Right to Financial Privacy Act (RFPA) 0.75
Selling Value0.50
Special Needs Trusts0.75
Stock Selection and Analysis0.75
Structure Analysis and Advice
0.75
Sustainable and Responsible Investing
0.50
Trust Fundamentals0.75
Fundamentals of Insurance1.50
Types of Trusts0.75
Understanding and Explaining Investment Performance
1.00
Understanding Fiduciary Principles0.75
Understanding Gender, Culture, and Generational Influences in Managing Wealth
0.50

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
Wealth Management and Trust Conference, February 15-16, 2022
18.00
Wealth Management and Trust School - Advanced, November 1-12, 2021
26.25
Wealth Management and Trust Conference, February 24-25, 2021
18.00

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 Due Dates

Your annual fee due date is based upon when you earned your Certification:

Date EarnedFee NoticeDue Date
Prior to September 1 of the current yearOctoberJanuary 31
Between September 1 and December 31 of the current year
FebruaryMarch 31

Keep Me Informed

Get information on upcoming webinars, deadlines, and other developments for Certification.