CE Credits | Wealth Management and Trust Conference

2023 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
• Monday Pre-Conference Workshop (available for in-person attendees only): CTFA 3 credits

How will ABA Professional Certification CE credits get applied?

• Purchases before February 27: CE credit will be added to your certification record by March 10, 2023.
• Purchases made after February 27: 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.

Investments & Wealth Institute

In-person and remote attendance: 9 credits (including 2 hours of Taxes and Regulations credits) 

If you hold the CIMA®, CPWA®, CIMC®, and RMA® certifications, you may report CE credit for this program by logging in to your account at www.investmentsandwealth.org and clicking on the "Report CE" button. When reporting online, leave the Provider Name field blank. Enter the Program ID [23ABA001] and the Date Attended (3/2 - 5/31/2023).

Pre-Conference Workshop: 3.5 credits

If you hold the CIMA®, CPWA®, CIMC®, and RMA® certifications, you may report CE credit for this program by logging in to your account at www.investmentsandwealth.org and clicking on the "Report CE" button. When reporting online, leave the Provider Name field blank. Enter the Program ID [23ABA002] and the Date Attended (3/2 - 5/31/2023).

Certified Financial Planners Board

The Certified Financial Planners Board has granted 17.5 CFP credits for participation in the in-person presentation of the conference.