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CTFA Continuing Education Credit Options

Pre-Approved ABA Options

The following ABA programs have been pre-approved for Certified Trust and Financial Advisor (CTFA) continuing education (CE) credits as indicated below:

 

 Conferences/Schools

 

Browse Calendar of Events

Program Title Credits
ABA Trust School - Foundational, September 23-28, 2018 47.50
ABA Trust School - Intermediate, September 23-28, 2018 46.50
ABA Trust School - Advanced, September 23-28, 2018 46.25
​ABA Wealth Management and Trust Conference, February 25-27, 2018 up to 23.75
ABA Trust School - Foundational, September 24-29, 2017 47.50
ABA Trust School - Intermediate, September 24-29, 2017 47.25
ABA Trust School - Advanced, September 24-29, 2017 46.25
ABA Wealth Management and Trust Conference, February 22-24, 2017 up to 21.00

 

 Briefings

 

Browse Available Programs

Program Title Credits
Recent Developments in Estate and Trust Administration, December 5, 2019 2.50
Planning with FLPs and LLCs: Alive and Well, November 7, 2019 2.50
Uniform Acts Impacting Trusts and Estates, October 3, 2019 2.50
Developments in Life Insurance Planning, September 5, 2019 2.50
Tales from the Crypt, June 6, 2019 2.50
Fiduciary Litigation, May 2, 2019 2.50
What Should a Married Couple's Estate Plan Be Post 2017?, April 4, 2019 2.50
Current Issues in Charitable Giving, March 7, 2019 2.50
Security and Privacy Issues for Fiduciaries and Clients, February 7, 2019 2.50
Navigating the New Uniform Fiduciary Income and Principal Act, January 20, 2019 2.00​
Trust & Financial Advisors Services Recorded Briefings Suite, 9 recordings, 2018 21.50
Recent Developments in Estate and Trust Administration, December 6, 2018 2.50
HSAs, the Fiduciary Rule and Congress: Connecting Health and Wealth, November 13, 2018 1.25
Prudent Investment Rule and Concentration Issues, November 1, 2018 2.00
Decanting Issues, October 4, 2018 2.50
Issues that Arise with Grantor Trusts, September 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
Trustee's Duty to Account and Disclose, April 5, 2018 2.50
Annual Exclusion Gifts and Other Gifting Strategies, March 1, 2018 2.50
The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know, February 1, 2018 2.00
Recent Developments in Estate and Trust Administration, December 7, 2017 2.50
Planning for the Elderly: What Can and Should Be Done for an Increasingly Aging Population, November 2, 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
Trustee Liability for Investments -- A Review of the Current State of the Prudent Investor Rule; Delegation; and Direction, April 6, 2017 2.50
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

 

Course Title Credits
Account Acceptance and Termination 1.00
Asset Allocation and Portfolio Management 1.00
Banking Law and Referrals 1.00
Basic Administrative Duties of a Trustee 12.00
Basic Characteristics of a Trust 1.00
Bond Selection and Analysis 1.00
BSA/AML: CIP Advanced 0.75
BSA/AML: Complying with the BSA 0.50
BSA/AML: Exempting Customers from CTR Reporting 0.50
BSA/AML: Overview 0.25
BSA/AML: Recordkeeping-Wires, Money Orders, and Other Challenges 0.50
BSA/AML: Reporting 0.50
BSA/AML: Risk Assessment and Customer Due Diligence 0.25
BSA/AML: SAR Reporting 1.00
BSA/AML: USA PATRIOT Act 0.50
Certificate in BSA and AML Compliance 3.25
CTFA Exam Online Prep
Coursework completed prior to achieving the certification is not eligible for CE credit
30.00
CTFA Investment Management: Catch Up On CE Credits 6.00
Discretionary Distributions 1.00
Duties and Powers of the Trustee 1.00
Economics & Markets 1.00
Education Planning Solutions for Minors 1.00
Elder Financial Abuse 0.50
Estate and Guardian Administration 1.00
Estate Planning to Achieve Client Goals 1.00
Estate Planning for Charitable Giving 1.00
Estate Planning for IRAs and Qualified Plan Balances 1.00
Estate Planning for the Marital Deduction 1.00
Estate Planning Solutions for the Business Owner 1.00
Ethical Issues for Bankers 1.00
Fiduciary Income Tax 1.00
Fiduciary Law 1.00
Fundamentals of Alternative Investment Products 1.00
Fundamentals of Life Insurance 1.00
Generation-Skipping Transfer Tax 1.00
Gift Taxation 1.00
A Guide to Ethics in Fiduciary and Trust Activities 0.75
A Guide to Ethics in Financial Planning 0.50
A Guide to Ethics in Investments 1.25
A Guide to Ethics in Tax Law and Tax Planning 0.50
How Trusts are Taxed 1.00
Income Tax Planning 1.00
Introduction to Analyzing Financial Statements 3.75
Introduction to Estate Planning 2.00
Introduction to Investment Management 2.75
Introduction to IRAs 0.75
Introduction to Planning for Retirement Assets 1.00
Introduction to Trust Administration 2.00
Introduction to Trust Products and Services 12.00
Investment Policy 1.00
Investment Products 1.00
IRA Online Institute 37.00
Managing Life Insurance Policies 1.00
Minimizing Fiduciary Risk and Litigation 1.00
Planning for Estate Tax 1.00
Privacy for Customer Contact Personnel 0.50
Prudent Portfolio Management 1.00
Right to Financial Privacy Act (RFPA) 0.75
Special Needs Trust 1.00
Stock Selection and Analysis 1.00
Types of Insurance 1.00
Understanding Transfer Tax 1.00

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.