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CTFA Continuing Education Credit Options


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:

Online Training Courses

Course TitleCredits
Account Acceptance and Termination1.00
Applying Fiduciary Principles and Ethics
Asset Allocation and Portfolio Management1.00
Banking Law and Referrals1.00
Basic Administrative Duties of a Trustee12.00
Basic Characteristics of a Trust1.00
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
Certificate in BSA and AML Compliance3.25
Certificate in Core Concepts for Fiduciary Advisors
Certificate in Fiduciary Principles and Ethics
Certificate in Fiduciary Relationship Management
Discretionary Distributions1.00
Duties and Powers of the Trustee1.00
Economics & Markets1.00
Education Planning Solutions for Minors1.00
Elder Financial Abuse0.50
Engaging With Centers of Influence
Estate and Guardian Administration1.00
Estate Planning to Achieve Client Goals1.00
Estate Planning for Charitable Giving1.00
Estate Planning for IRAs and Qualified Plan Balances1.00
Estate Planning for the Marital Deduction1.00
Estate Planning Solutions for the Business Owner1.00
Ethical Issues for Bankers1.00
Fiduciary Ethics0.75
Fiduciary Income Tax1.00
Fiduciary Law1.00
Fundamentals of Alternative Investment Products1.25
Fundamentals of Life Insurance1.00
Generation-Skipping Transfer Tax1.00
Gift Taxation1.00
Health Savings Account (HSA) Expert Certificate
How Trusts are Taxed1.00
Income Tax Planning1.00
Interacting with Financial Advisors
Introduction to Analyzing Financial Statements3.75
Introduction to Estate Planning2.00
Introduction to Fiduciary Risk Management and Compliance
Introduction to Integrated Planning and Advice
Introduction to Investment Management0.50
Introduction to IRAs0.75
Introduction to Planning for Retirement Assets1.00
Introduction to Trust Administration2.00
Introduction to Trust Products and Services12.00
Investment Policy1.00
Investment Products1.25
IRA Online Institute37.00
Managing Life Insurance Policies1.00
Minimizing Fiduciary Risk and Litigation1.00
Planning for Estate Tax1.00
Prudent Portfolio Management1.00
Right to Financial Privacy Act (RFPA) 0.75
Selling Value
Special Needs Trusts1.00
Stock Selection and Analysis1.00
Trust Fundamentals
Types of Insurance1.00
Understanding Generational, Gender and Cultural Characteristics in Managing Wealth
Understanding Transfer Tax1.00


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 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
Insurance Distribution Exchange, September 23-25, 20193.50
ABA Trust School - Foundational, September 22-27, 201947.00
ABA Trust School - Intermediate, September 22-27, 201946.50
ABA Trust School - Advanced, September 22-27, 201944.00
ABA Wealth Management and Trust Conference, February 10-12, 201921.25


Browse Available Programs

Program TitleCredits
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
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
State Income Taxation of Trust Post-Kaestner, February 6, 20202.00
Recent Developments in Estate and Trust Administration, December 5, 20192.50
Understanding IRA Required Minimum Required Distributions, November 21, 20191.25
Planning with FLPs and LLCs: Alive and Well, November 7, 20192.50
Uniform Acts Impacting Trusts and Estates, October 3, 20192.50
Developments in Life Insurance Planning, September 5, 20192.50
Key Custodial Practices for Holding Private Assets in an IRA or HSA, August 8, 2019 1.25
Tales from the Crypt, June 6, 20192.50
Fiduciary Litigation, May 2, 20192.50
What Should a Married Couple's Estate Plan Be Post 2017?, April 4, 20192.50
Current Issues in Charitable Giving, March 7, 20192.50
Security and Privacy Issues for Fiduciaries and Clients, February 7, 20192.50
Navigating the New Uniform Fiduciary Income and Principal Act, January 20, 20192.00

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.

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