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Trust & Financial Advisors Services Recorded Briefings Suite

Nine Recorded Briefings • 21.5 CTFA Credits • Save 42%

Gain insight into how to advise your clients, explore in-depth subtleties of trust account management and disclosure, review fiduciary and trust law and rules by purchasing this suite of recorded briefings. 

Save 42% when you purchase this suite! Earn substantial savings over purchasing individual recorded briefings. Act now and plan your budget by reserving training dollars.

Are you a Certified Trust and Financial Advisor (CTFA) and need credits? Earn 21.5 CTFA credits by listening at your convenience to these 9 informative recordings.

Briefings Included


  • Trust Officers
  • Estate Planners and Advisors
  • Trust Department Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs


ABA Professional Certifications has approved this suite of nine recordings for 21.5 CTFA continuing education credits.

​Program Questions? Please contact Linda Shepard / Cari Hearn.




You will receive email notification as each recorded Briefing becomes available.

This suite will be accessible until December 31, 2019.


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