Continuing Education Credits | Wealth Management & Trust Conference

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:

• Certified Trust and Fiduciary Advisor (CTFA): 18 credits
• Certified IRA Services Professional (CISP): 5 credits
• Certified Retirement Services Professional (CRSP): 5 credits

How will ABA Professional Certification CE credits get applied?

• Purchases before February 15: CE credit will be added to your certification record by February 22, 2022.
• Purchases made after February 16: 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.

Investments & Wealth Institute

Investments & Wealth Institute® has accepted 2022 ABA Wealth Management and Trust Conference for 20 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Certified Financial Planners Board

The Certified Financial Planners Board has granted 9.5 CFP credits for participation in the live presentation of the following 11 sessions: 

• The Agile Advisor
• Moving Beyond the 60/40 Portfolio
• Economic Outlook
• The Lifecycle of an Estate Plan
• ESG Investing and the Duty of Loyalty: Oil and Water, or Chocolate and Peanut Butter?
• Your Money Story
• Are You Agile Enough to Drive Value and Position Yourself for Growth?
• Now More Than Ever: The Public Purpose of Wealth Management
• Fixed Income Outlook: Finding Opportunities Amid Inflationary Headwinds
• Combining Fiduciary and Lending – The Holy Grail or Invisible Landmine?
• Washington Update

On-demand sessions purchased after February 15 are NOT eligible for CFP credit.

Instructions to receive CFP credit will be emailed to registrants who participated in the live event within three business days after the live event concludes.