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CRSP Continuing Education Credit Options

Pre-Approved ABA Options

The following ABA programs have been pre-approved for Certified Retirement Services Professional (CRSP) continuing education (CE) credits as indicated below:

 

 Conferences/Schools

 

Program Title Credits
ABA Wealth Management and Trust Conference, February 25 - 27, 2018 20.25​
ABA Wealth Management and Trust Conference, Feb. 22-24, 2017 13.50

 

 Briefings

 

View Available Recordings

Program Title Credits
Retirement Services Recorded Briefings Suite, 5 recordings, 2018
12.00
Recent Developments in Estate and Trust Administration, December 6, 2018
2.50
Ethical Issues for Trust Professionals, June 7, 2018 ​2.50
Fiduciary Litigation Workshop, May 3, 2018
​2.50
Understanding How Properly to Value Closely Held Businesses Held in IRA and Other Fiduciary Accounts, April 17, 2018 1.25​
Connecting Health with Financial Wellness: Simple is the New Smart, April 11, 2018
1.25​
Trustee's Duty to Account and Disclose, April 5, 2018
​2.50
​The Impact of the 2017 Tax Act: What Trust and Estates Professionals Need to Know, February 1, 2018
2.00​
Recent Developments in Estate and Trust Administration, December 7, 2017 2.50
A New Look at Distribution Standards, October 5, 2017 2.50
Robo-Advisors - What Do They Mean for the Wealth Industry?, September 14, 2017 2.00
Retirement Benefits, September 7, 2017 2.50
IRAs: Beyond the DOL Fiduciary Rule, August 10, 2017 2.00
Planning in Illiquid Estates, June 1, 2017 2.50
Fiduciary Litigation Roundtable, May 4, 2017 2.50
Challenging Ethical Times: Fiduciary vs. Suitability, April 20, 2017 2.00
The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques, March 2, 2017 2.50
Current State of Asset Protection, February 2, 2017 2.50

 

 Online Training Courses

 

Other CE Options and FAQs

See links below for all general types of programs that do and do not qualify for continuing education credits, along with frequently asked questions.

Need to Report CE Credits?

 
 

​Questions? Please contact ABA Certifications for more information.