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Continuing Education Credits | Wealth Management & Trust Conference

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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. 

ABA Professional Certification CE Credits

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 emailed 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.

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.