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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 the Certified Trust and Financial Advisor, Certified IRA Services Professional, Certified Retirement Services Professional, and Certified Securities Operations Professional designations.

2019 CE Credits

gold arrow action button CE Worksheet and FAQs

​The 2019 ABA Wealth Management and Trust Conference has been approved 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
Certified Investment Management Analyst/Certified Private Wealth Advisor (CIMA®, CPWA®, CIMC® and RMA℠)* Up to 21.5 Hours of CE Credits

​*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.

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​Questions? Please contact Lauren Dwyer for more information.