FAQs | Wealth & Trust 360

Frequently Asked Questions

1. I am a CTFA. What are my available registration options?
   If you are a Certified Trust and Fiduciary Advisory (CTFA) holder, we have several unique registration options for you.
   
   

   Full Symposium Experience Entire symposium (February 4 – 5, 2026) – attend our entire symposium, receive 15 hours of CE credit, and the holistic view of wealth management and trust.
   TRUST FOCUS	WEALTH FOCUS
   Symposium Trust Focus | February 4, 2026 Attend and receive 7.5 hours of CE credit, and trust and fiduciary focused content. CTFA domains covered include: Fiduciary Principles and Applications, Integrated Planning and Advice, Administration of Trust Accounts, and Risk/Compliance Management.	Symposium Wealth Focus | February 5, 2026 Attend and receive 7.5 hours of CE credit, and wealth management focused content. CTFA domains covered include: Asset Management, Risk/Compliance Management, Ethics, and Relationship Management.
   Symposium Trust Focus: February 4, 2026 + 4 webinars throughout the year. Attend all components and receive 15.5 hours of CE credit, trust and fiduciary focused content. CTFA domains covered include: Fiduciary Principles and Applications, Integrated Planning and Advice, Administration of Trust Accounts, and Risk/Compliance Management.	Symposium Wealth Focus: February 5, 2026 + 4 webinars throughout the year. Attend all components and receive 12.5 hours of CE credit, and wealth management focused content. CTFA domains covered include: Asset Management, Risk/Compliance Management, Ethics, and Relationship Management.

   NOTE: The same content will be covered for the Trust Focus and Wealth Focus as covered on the respective days in the symposium. Webinars are part of the 2026 Wealth Management and Trust Webinar Suite.

2. 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.
3. 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
4. Is any professional certification credit available?
   The 2026 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 4 – 5, 2026) – 15 CE Credits
   • Certified Trust and Fiduciary Advisor Trust Only (February 4, 2026) – 7.5 CE Credits
   • Certified Trust and Fiduciary Advisor Wealth Only (February 5, 2026) – 7.5 CE Credits

Credits earned from attending the Wealth and Trust 360: Virtual Symposium on February 4-5, 2026 can be used to help fulfill an incomplete CE cycle ending 1/31/26. Standard carryover rules apply.

Credits for CISP and CRSP are pending.

The program will be submitted and reviewed for CFP credits. Check back for updates.

5. 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 2026. 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.

6. 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.
7. Where can I access the full agenda?
   The agenda may be accessed here.
8. Will I be able to access materials?
   Any materials (PowerPoints, resources) shared by speakers will be available for download from the platform.
9. 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.
10. 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.
11. 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.
12. What time zone are the session times listed?
    All times are listed in Eastern.
13. 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, 2026.
14. Until what date am I able to access the recorded materials?
    You will have access February 28, 2026.