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Maintain the CTFA

Important CE Change effective Spring 2022

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 (or once every 1095 days).

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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 Management
13
Certificate in BSA and AML Compliance3.25
Certificate in Core Concepts and Ethics for Fiduciary Advisors
4.50
Certificate in Fiduciary Principles and Ethics
2.25
Certificate in Fiduciary Relationship Management
7.00
Certificate in Fiduciary Risk and Compliance
2.25
Certificate in Integrated Wealth Planning and Advice
19.75
Certificate in Trust Administration
7.75
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

Browse Available Programs

Program TitleCredits
Recent Developments in 2023 for Estate and Trust Administration, December 7, 20232.00
Post-Mortem Planning and Trust Administration, November 2, 20232.00
Charitable Planning: Making the Charitable Vision a Reality, October 5, 20232.00
How to Create an Inclusive Client Experience, September 21, 20231.25
Estate Planning for the Family-Owned Business – Part 2 (Tax planning), September 7, 20232.00
Wealth Management Considerations with Business-Owning Families, August 3, 20231.25
Financial Well-Being and Your Clients, July 13, 20231.25
Managing Inherited Wealth vs. Created Wealth, June 22, 20231.25
Planning for Family Members with Special Needs, June 1, 20232.00
Fiduciary Litigation Annual Review (2023), May 11, 20232.00
The ABCs of Funding Education Costs – for This Generation and the Generations to Come, April 6, 20232.00
Rethinking Retirement in a Dynamic Environment, March 21, 20231.25
Creating and Managing Discretionary Distribution Standards, March 2, 20232.00
Incorporating Emotional Intelligence in Client Engagement, February 16, 20232.00
The Impact of an Economic Downturn on Tax Planning and Trust Administration, February 2, 20232.00
2023 Investment Market Outlook and How to Guide Clients Through Changes, January 25, 20231.25
Recent Developments in 2022 for Estate and Trust Administration, December 1, 20222.00
Planning for When the Circle of Life Begins to Close, November 3, 20222.00
The ABC's of Estate Planning, October 6, 20222.00
It’s Five O’clock Somewhere, Do You Know Where Your Trust [situs] Is?, September 21, 20221.25
How to be a Good Trustee and a Good Beneficiary, September 1, 20222.00
Electronic Wills and Remote Signatures, August 11, 20222.00
Managing Fiduciary Conflicts of Interest, July 28, 20221.25
How to Coach Couples to Work Out Financial Differences, July 14, 20221.25
Operationalizing Your Client Relationship Plan, June 23, 20221.25
Fiduciary Litigation Annual Review (2022), May 5, 20222.00

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 School
TBD
 Wealth Management and Trust Conference, February 27 - March 1, 202315.00
Wealth Management and Trust Conference, February 15-16, 2022
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 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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