FAQs | Wealth & Trust 360 | American Bankers Association

I am an ABA member but not a CTFA holder. Is this event available for me?
Yes! The content of the event is geared towards the wealth and trust practitioner. You have the option to register for the entire symposium and take advantage of learning about the wholistic view of wealth management and trust.
Who is the intended audience for Wealth and Trust 360: Virtual Symposium?
The symposium is intended for:
- Wealth management and trust practitioners with 3 or more years of experience
- CTFA holders with 3 or more years of experience
Is any professional certification credit available?
The 2027 Wealth and Trust 360: Virtual Symposium has been approved for the following ABA Professional Certification CE Credits:
- Certified Trust and Fiduciary Advisor Entire Symposium (February 3 – 4, 2027) – 15 CE Credits
Credits earned from attending the Wealth and Trust 360: Virtual Symposium on February 3-4, 2027 can be used to help fulfill an incomplete CE cycle ending 1/31/27. Standard carryover rules apply.
Credits for CISP, CRSP and CPE are pending.
What is the difference between participating in the ABA Wealth and Trust 360: Virtual Symposium and the online webinars?

The two programs are complementary and will provide quality continuing education opportunities throughout the year conveniently online. The symposium content takes a forward-facing approach, setting you up for success in 2027. The webinar content takes a deeper dive into topics. The symposium provides efficiency with lots of content in two days. The webinars offer convenience with a shorter time commitment on different days throughout the year. No matter what your preference is for content and what your schedule allows, ABA has you covered.

What is the registration deadline?
Registration is encouraged by January 28. If you register after January 30, you may be delayed in receiving login information.
Where can I access the full agenda?
The agenda may be accessed here.
Will I be able to access materials?
Any materials (PowerPoints, resources) shared by speakers will be available for download from the platform.
How will I view the virtual symposium?
The symposium will be viewed through an online platform. No special downloads or access to additional programs is necessary.
Are separate logins needed for each participant?
Yes, everyone attending the symposium should register separately and will receive their own personal login. Without your own login, we will not be able to apply credits to your account.
Will all sessions have a set date and time?
All sessions will be live at a set date and time, and you will be able to interact with speakers and fellow attendees.
What time zone are the session times listed?
All times are listed in Eastern.
I am not able to make a session. It there a way to make it up?
Yes, all sessions will be recorded and available to replay 48 hours after they are presented. You will have recording access until February 28, 2027.
Until what date am I able to access the recorded materials?
You will have access February 28, 2027.

FAQs | Wealth & Trust 360

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