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FAQs | Wealth Management and Trust Conference

RegisterView Program

Sessions & Content

When and how can I access the virtual conference?

You will receive a link via email after your payment has been processed. This link will provide access to the conference content.

What if I don't receive the link?

Contact [email protected] and a member of the ABA team can assist you.

Can I share this link with others?

Just like an in-person meeting, registrations cannot be shared. The registration provides a single sign-on secure experience for the user.

Will session materials (handouts or PPTs) be made available?

Session materials (if provided by the speaker) will be available on the platform until April 30, 2021.

What will I experience in the Marketplace?

You can view all exhibit booths, watch product demos and listen to podcasts to learn more about our industry partners’ products and services. 

How long will content be available?

Content will be available for viewing until April 30, 2021. 

Am I able or allowed to share downloadable conference content?

While PPT and supplement materials will be available to download until April 30, please note that no platform recordings/sessions of any kind that are accessed can be downloaded (or shared) at any time. This is a single sign-on/no group sharing of content, meaning your registration is just like a conference badge at an in-person event.

CE Credits & ABA Certifications

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

CPE credit is not offered for this event. 

How many CE credits are available for each registration type?

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

How will ABA Professional Certification CE credits get applied?

  • Purchases before February 24: CE credit will be added to your certification record by March 1, 2021.
  • Purchases made after February 25: CE credit will be added to your certification record within two weeks following the purchase.

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

CIMA, CPWA, CIMC and RMA Certification Holders

Instructions to receive a certification of completion for 20 CE credits will be emails to registrants within three business days after the conclusion of the live event. Registrants must self-report to their Investments and Wealth account once they have received the certificate of completion. 

Certified Financial Planner (CFP) Certification Holders

The Certified Financial Planners Board has granted 4.5 CFP credits for participation in this event. 

On-demand sessions purchased after February 25 are not eligible for CFP credit. Instructions to receive CFP credit will be mailed to registrants who participated in the live event within three business days after the conclusion of the live event.

Event Platform

Do I have to watch the conference from the same device used to register? Our training manager typically handles all the sign-ups but will not be the one participating.

You can access the platform on any device but in order to login, you will need the email address you used to register as well as an access code that will be shared with you the day of the event. Make sure the person in charge of registering provides individual emails so each attendee can sign in individually.

Does this have a single login where a group can attend together, or is it intended as an individual attendance?

The conference is a single sign-on experience and intended only for individuals. Each registration is just for a single person, and the content can't be exported out of the platform for a shared experience. Only registered attendees will be eligible for CE credits.

Billing & Pricing

Does the price include multiple attendees like a webinar setting?

The event is hosted on a single sign-on platform. It only allows one user to navigate through the platform and experience sessions, the exhibit hall and more. Each registrant must log in with a unique email address and code.

What is the difference between each price option?

Conference Only

Access to all sessions and the Marketplace.

CTFA Exam Bundle Options

Strengthen your development as a wealth management professional with one of these discounted opportunities, for conference attendees only.

  • CTFA Exam Online Prep and the CTFA Exam Fee: Add $900 – Save $745 (BEST DEAL)
    Includes both the Certified Trust and Fiduciary Advisor (CTFA) Exam Online Prep course and CTFA exam fee. (see restrictions)
  • CTFA Exam Online Prep: Add $625 – Save $275
    Includes the Certified Trust and Fiduciary Advisor (CTFA) Exam Online Prep course.
    (see restrictions)
  • CTFA Exam Fee: add $525 – Save $225
    Includes the exam fee when applying for the Certified Trust and Fiduciary Advisor (CTFA) designation. (see restrictions)

Can I register for single sessions or do I have to purchase the full event?

You must purchase the full event. Single sessions are not available.

Keep Me Informed

Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact Kim Chancy if you have any questions.