Jump to Content
ABA: The American Bankers Association
Skip Section Navigation
Top

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:

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
Wealth Management and Trust School - Advanced, Date TBD
TBD
Wealth Management and Trust Conference, February 24-25, 2021
18.00
Wealth and Trust School-Advanced, November 20-December 11, 202019.50
Wealth and Trust School-Intermediate, October 26-November 2, 2020 20.50
Wealth and Trust School-Foundational, September 21-October 2, 202021.00
ABA Wealth Management and Trust Conference, February 23-25, 202019.75

Webinars

Browse Available Programs

Program TitleCredits
2021 Wealth Management and Trust Webinar Series Suite24.50
Recent Developments in 2021 for Estate and Trust Administration, December 2, 2021
2.00
Trusts: Confidentiality and Attorney-Client Privilege, November 4, 2021
2.00
International Estate Planning Fundamentals, October 7, 2021
2.00
Nonprobate Transfers: Advantages and Disadvantages, September 2, 2021
2.00
Involving Both Partners in Client Engagement, July 15, 2021
2.00
Trustee Roles, Responsibilities and Risk Management, June 24, 2021
1.25
Valuation Principles and Issues, June 3, 2021
2.00
Fiduciary Litigation Annual Review (2021), May 6, 2021
2.00
Post-Mortem Planning Techniques, April 1, 2021
2.00
Split-Interest Charitable Trusts as Estate Planning Tools, March 4, 2021
2.00
Breaking Money Silence® on Equity and Inclusion, February 17, 2021
2.00
Tax Planning Techniques Post-2020 Election, February 4, 2021
2.00
Wealth Management Strategies for Market Fluctuations, January 21, 2021
1.25
Recent Developments in Estate and Trust Administration, December 3, 20202.00
Planning Opportunities and Pitfalls with Power, November 5, 20202.00
Evolving Standards in Trustee Compensation, October 1, 20202.00
Unclaimed Property: Escheatment Updates, September 23, 2020
1.25
Grandfathered and Tainted Generation-Skipping Trusts, September 3, 20202.00
Today's Role of Settlor Intent, June 4, 20202.00
Hot Topics in Fiduciary Litigation, May 7, 20202.00
Dealing with Trusts in a Divorce, April 2, 20202.00
Testamentary Planning with IRAs, March 5, 20202.00
The SECURE Act: What the New IRA and ERISA Provisions Mean for Your Bank, February 27, 2020
1.25
State Income Taxation of Trust Post-Kaestner, February 6, 20202.00

Online Training Courses

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
Basic Administrative Duties of a Trustee12.00
Bond Selection and Analysis1.00
BSA/AML: CIP Advanced0.75
BSA/AML: Complying with the BSA0.50
BSA/AML: Exempting Customers from CTR Reporting0.50
BSA/AML: Overview0.25
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
Certificate in Asset Management
10.75
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
17.75
Certificate in Trust Administration
7.00
Discretionary Distributions1.00
Duties and Powers of the Trustee1.00
Economics & Markets1.25
Education Planning for Minors1.00
Elder Financial Abuse0.50
Engaging With Centers of Influence0.50
Environmental Liabilities of Fiduciaries
0.50
Estate and Probate Administration1.00
Estate Planning Fundamentals
0.75
Estate Planning to Achieve Client Goals1.00
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
1.50
Fiduciary Ethics0.75
Fiduciary Income Tax1.25
Fiduciary Law1.00
Full Balance Sheet Advice
0.50
Fundamentals of Life Insurance1.00
Generation-Skipping Transfer Tax1.25
Gift Strategy and Taxation1.00
Health Savings Account (HSA) Expert Certificate
5.25
How Trusts are Taxed1.00
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 Estate Planning2.00
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
Introduction to Trust Products and Services12.00
Investment Policy0.75
Investment Products1.25
Investment Strategies for Inherited Wealth
0.50
IRA Online Institute37.00
Life Insurance Policies0.75
Managing Fiduciary Risk and Litigation0.75
Philanthropic Planning0.75
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
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 Generational, Gender and Cultural Characteristics in Managing Wealth
0.50
Understanding Transfer Tax1.00

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.

Need to Report CE Credits?

Log in to Certification Manager