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ABA Wealth Management & Trust Conference

February 10 - 12, 2019 • San Francisco, California



Overview  |  Registration​  |  Program  |  Hotel & Venue  |  Sponsors & Exhibitors  |  Speakers

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 2019 CE Worksheet for the amount and type of credits awarded per session.

​ABA Professional Certifications

ABA Professional Certifications has approved the 2019 ABA Wealth Management and Trust Conference for the following continuing education credits.

Certified Trust and Financial Advisor (CTFA) Up to 21.25 Credits
Certified IRA Services Professional (CISP) Up to 8.5 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 email certifications@aba.com.

​Investments & Wealth Institute

Investments & Wealth Institute® has accepted the 2019 ABA Wealth Management and Trust Conference for 21.5 hours of CE credits towards the CIMA®, CPWA®, CIMC® and RMA℠ certifications. Please use sign-in sheet available at the registration desk to apply for your credits.

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​Questions? Please contact Lauren Dwyer for more information.