In This Section
CPE credit is not offered for this event.
This event has been approved for the following ABA Professional Certification CE credits:
Note: Do not enter CE credit for this event to your certification record. Doing so would create a duplicate entry.
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).
The Certified Financial Planners Board has granted 17.5 CFP credits for participation in the in-person presentation of the conference.
Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact Kim Chancy if you have any questions.