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Continuing Education Credits | Wealth Management & Trust Conference

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Continuing Education (CE) Credits


Attendees at the ABA Wealth Management and Trust Conference may qualify to earn credits towards their professional designations. Please refer to the 2020 CE Worksheet  for the amount and type of credits awarded per session.

ABA Professional Certifications

ABA Professional Certifications has approved the 2020 ABA Wealth Management and Trust Conference for the following continuing education credits.

Certified Trust and Fiduciary Advisor (CTFA)Up to 19.75 Credits
Certified IRA Services Professional (CISP)Up to 8.50 Credits

Please log into your record at aba.csod.com to submit credit. If you have any questions regarding continuing education for your ABA Professional Certification, please contact at 202-633-5092 or [email protected].

CFP Board

The CFP Board has approved the conference for 26 hours of credits. To request a CFP approval spreadsheet and Certificate of Completion, please complete the CFP sign-in sheet. Return your edited spreadsheet to ABA at [email protected]. Credit will be uploaded to your CFP record on your behalf.

Investments & Wealth Institute

Investments & Wealth Institute® has accepted the 2020 ABA Wealth Management and Trust Conference for 20 hours of CE credit (2 Taxes) & (2 Regs) towards the CIMA®, CPWA®, CIMC® and RMA℠ certifications. Please use sign-in sheet  to apply for your credits.

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.