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Important CE Changes in 2022

Changes are coming to the CE reporting process on February 1, 2022. Review our short webinar for details.

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To maintain your Certified Securities Operations Professional (CSOP) in good standing, the following are required:

  • 30 CE credits every three (3) years;
  • Annual renewal fee;
  • Adherence to the Professional Code of Ethics.

PLEASE NOTE: ABA will only offer the CSOP exam through December 2020. We will continue to support the CSOP certification for those who maintain the designation. Access to CE credits through webinars, quizzes, and ABA events will be available. We will also accept approved external CE credits from either other providers or internal bank training.

Continuing Education

Coursework completed prior to achieving the certification is not eligible for CE credit.

Continuing education (CE) programs do not require pre-approval by ABA. However, a continuing educational program must relate to one or more knowledge areas found on the CSOP examination outline.

Programs that Qualify for Credit

Calculating Continuing Education Credits

To calculate your CE credits, divide the number of instructional minutes by 50. Fifty (50) minutes of instruction equals one (1) credit. Round up this number to the nearest quarter hour. Do not include breaks or meal functions; motivational speeches; business meetings; introductory remarks; non-guided, unstructured group discussions; or award presentations or receptions.

Carry-over Credits

If you earn excess CE credits over the course of your 3-year CE cycle, ABA will automatically carry over to the next CE cycle up to 10 credits.

Carry-over credit is a benefit only available to those members who report their CE by the cycle due date. These credits are added in March following the close of the CE cycle.

How Do I Report My CE Credits?

Please enter your continuing education credits in the Certification Manager.

Certification Manager Login

Renewal Fee

A CSOP Renewal Fee is assessed annually once certification has been granted. A discount is applied to a designee who holds more than one certification. Group discounts are not available. Fees are subject to change without notice.

Certification RenewalsFee
One ABA Certification$249
Two ABA Certifications$399
Three or More ABA Certifications$499

Your renewal due date is based upon when you earned your CSOP:

Date Certification EarnedRenewal NoticeRenewal Date
Prior to September 1 of the current year
OctoberJanuary 31
Between September 1 and December 31 of the current year
FebruaryMarch 31

Code of Ethics

ABA recognizes the importance of promulgating a code of ethics that emphasizes the conduct, competency, knowledge, professionalism, integrity, objectivity, and responsibility of each person qualifying as a candidate for certification.

Certified professionals must adhere to the outlined Professional Code of Ethics.

Keep Me Informed

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