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FAQs | Wealth and Trust School - Advanced

RegisterView Program

Sessions and Content

How do I access the school content, both during and after the event?

The school features both live and on-demand sessions that registered students can view beginning the first day. The first day of school is Monday, November 1.

Registered students will receive instructions to access ABA’s Learning Management System (LMS) before the first live session begins. Live sessions will be conducted via Zoom. All course material will be stored on the LMS. 

What if I don't receive the link to access the school?

Contact [email protected] and a member of the ABA team can provide you with one.

Can I share my log in with others?

Just like an in-person school, registrations cannot be shared. The registration provides a single sign-on secure experience for the user.

How much time should I expect to be online during the event days?

Please refer to the school schedule for live session times. Please note all times are listed in Eastern Time.

The days are long. Will breaks be included? Will the sessions be interactive? 

Yes, breaks are built in throughout the day. The sessions will also include frequent Q&A audience polls, and other interactive features. Questions may be asked via the chat feature. They will be moderated and asked throughout the sessions. 

Am I able or allowed to share downloadable school content?

While PowerPoint and supplemental materials from aba.com may be available to download on the LMS until December 31, 2021. Please note that no recordings/sessions of any kind that are accessed on the platform can be shared at time. This is a single sign-on/no group sharing of content, meaning your registration is just like a school badge at an in-person event.

CE Credits & ABA Certifications

Is the ABA Wealth and Trust Schools eligible for CPE credits? If so, how many CPE credits and what is the process?

No, the school is not eligible for CPE credits.

ABA Professional Certification CE Credits

Levels 1 and 2 are not eligible for CE credits. The Advanced School has been approved for 26.25 CTFA credits.

How will ABA Professional Certification CE credits get applied?

CTFA certification holders will have CE credits added to their certification record on their behalf within three business days after the conclusion of the school.

Note: Please do not enter CE credits for this event into your certification record. Doing so will create a duplicate entry.

Certified Financial Planner (CFP) Certification Holders

The Certified Financial Planners Board has granted 24 CFP credits for participation in this event.
Instructions to receive CFP credit will be emailed to registrants within three business days after the conclusion of the live event.

Event Platform

What are the technical requirements of the platform?

If you have not yet used training through the LMS, you will want to consult with:

Do I have to participate in the school from the same device used to register? Our training manager typically handles all the sign-ups but will not be the one participating.

Your registration login can be used on any piece of equipment, but you do have to use the email address that was provided when you registered. Make sure the person in charge of registering provides individual emails, so each student can sign in using the required single sign-on credentials.

Will this have a single login where a group from the same institution can attend together?

The school is a sign sign-on experience and intended only for individuals. Each registration is just a single person, and the content cannot be exported out of the platform for a shared experience. Only registered attendees will be eligible for CE credits.

I’m not sure if my company allows access to Zoom. Can I still participate?

Zoom access is required for the most optimal school experience. If your company doesn’t allow access to Zoom, we encourage you to use a personal device such as a computer or tablet. You can listen to Zoom sessions over the phone, but it is our belief that the school will be most valuable to those that participate through Zoom via computer or tablet.

How will I gain access to the platform?

Look for an email about a week before the school begins with login credentials and instructions.

Can I connect with other students?

There will be opportunities to network and connect with students, faculty and the Wealth and Trust School Advisory Board members over the course of the school.

Tips for Success

Before school begins:

  • Notify your manager and co-workers you collaborate with frequently that you’ll be in school 
  • Block out your schedule on your calendar during class time
  • Utilize an “Out of Office” message for your e-mail

During school:

  • You will be asked to keep your camera on when possible. We have found this helps keep everyone engaged. Dress appropriately and ensure you’re in an appropriate environment.
  • Keep your microphone on mute when not talking.
  • When typing questions in chat, be as clear as possible. The question may not be answered immediately, so it’s important that the question is worded in a way that makes sense after the fact.
  • During sessions, stay on topic in the chat.
  • If you have technical issues, let ABA staff know immediately. Contact information in case of technical problems will be provided.

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.