This site uses cookies to improve your browsing experience, gather site analytics and activity, track shopping cart contents, and deliver relevant marketing information.
View our privacy policy and manage your settings here. By using our site you agree to these terms.

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

The 2019 ABA Wealth Management and Trust Conference will be evaluated for continuing education (CE) credits in early 2019.

2018 CE Credits

​Please refer to the 2018 Wealth Management and Trust Conference CE FAQs and Worksheet.

Certified Trust and Financial Advisor (CTFA) up to 20 credits
Certified IRA Services Professional (CISP) up to 15.25 credits
Certified Retirement Services Professional (CRSP) up to 17.75 credits
Certified Securities Operations Professional (CSOP) up to 15.25 credits
Certified Financial Planner (CFP) up to 12.50 credits

New in 2018 - CIMA/CPWA Credits

Investments & Wealth Institute has accepted the 2018 ABA Wealth Management and Trust Conference for up to 16.5 credit hours and 1 Ethics credit hour of CE credit towards the CIMA and CPWA certifications. Please use sign-in sheet available at the registration desk to apply for your credits. 



The American Bankers Association Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  The ABA Wealth Management and Trust Conference is reviewed for CTFA, CISP, CRSP, and CSOP credits. 
The American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for the CPE credit.  Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

​ ​​​​​​​​

​Questions? Please contact Lauren Dwyer for more information.