CE Credits | Wealth Management and Trust Conference

2024 Credits

Earn Valuable Professional Certification and Continuing Education Credits.

Is the ABA Wealth Management and Trust Conference eligible for CPE credit? If so, how many credits and what is the process?

CPE credit is not offered for this event.

ABA Professional Certification CE Credits

This event has been approved for the following ABA Professional Certification CE credits:

• Certified Trust and Fiduciary Advisor (CTFA): 15 CE Credits
• Certified IRA Services Professional (CISP): 5 CE Credits
• Certified Retirement Services Professional (CRSP): 5 CE Credits

How will ABA Professional Certification CE credits get applied?

• Purchases before February 21: CE credit will be added to your certification record by March 29, 2024.
• Purchases made after February 21: CE credit will be added to your certification record within two weeks after purchase date.

Note: Do not enter CE credit for this event to your certification record. Doing so would create a duplicate entry.

Certified Financial Planners Board

The Certified Financial Planners Board has granted 13 CFP credits for participation in the in-person presentation of the conference.