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Maintain the CTFA

How to Submit Continuing Education (CE) Credit

View instructional video for tips on how to successfully submit your CE credit.
Attention: The same training program may only be added to your certification record one time during a 3-year CE cycle.

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Renewal Requirements

To maintain your Certified Trust and Fiduciary Advisor (CTFA) in good standing, the following are required:

To enter your continuing education credits and pay your annual fee, go to the Certification Manager.

Login to the Certification Manager

Pre-Approved ABA Options

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

Certificate Title Credits
Certificate in Asset Management 13
Certificate in BSA and AML Compliance 3.25
Certificate in Core Concepts and Ethics for Fiduciary Advisors 4.50
Certificate in Fiduciary Principles and Ethics 2.25
Certificate in Fiduciary Relationship Management 7.00
Certificate in Fiduciary Risk and Compliance 2.25
Certificate in Integrated Wealth Planning and Advice 19.75
Certificate in Trust Administration 7.75
Course Title Credits
Account Acceptance and Termination 1.00
A Deeper Dive into Non-Financial Assets 0.50
Alternative Investment Products 1.00
Annuities 0.50
Applied Behavioral Finance 1.25
Applying Fiduciary Principles and Ethics 0.75 
Asset Allocation and Diversification 1.00
Bond Selection and Analysis 1.00
BSA/AML: CIP Advanced 0.75
BSA/AML: Exempting Customers from CTR Reporting 0.50
BSA/AML Fundamentals 0.75
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
Developing a Personalized Wealth Management Strategy 0.75
Discretionary Distributions 1.00
Duties and Powers of the Trustee 1.00
Economics & Markets 1.25
Education Planning for Minors 1.00
Effective Client Engagement Through "Wealth Personas" 0.75
Emotional Intelligence for Wealth Advisors 0.50
Engaging in Multigenerational Conversations with Clients 0.75
Engaging With Centers of Influence 0.50
Environmental Liabilities of Fiduciaries 0.50
Estate and Probate Administration 1.00
Estate Planning Fundamentals 0.75
Estate Planning for the Marital Deduction 1.00
Estate Planning for the Business Owner 1.00
Ethical Issues for Bankers 1.00
Federal Estate Tax 0.75
Fiduciary Compliance 0.50
Fiduciary Ethics 0.75
Fiduciary Income Tax 1.25
Full Balance Sheet Advice
 0.50
Fundamentals of Life Insurance
 1.00
Generation-Skipping Transfer Tax 1.25
Gift Strategy and Taxation 1.00
Health Savings Account (HSA) Expert Certificate
 5.25
Importance of Proper Titling of Assets and Regular Titling Reviews 0.50
Individual Income Tax 1.50
Interacting with Financial Advisors 0.50
Introduction to Analyzing Financial Statements 3.75
Introduction to Fiduciary Risk Management and Compliance 0.50
Introduction to Integrated Planning and Advice 0.50
Introduction to Investment Management 0.50
Individual Retirement Accounts 0.75
Introduction to Trust Administration .75
Investment Policy 0.75
Investment Products 1.25
Investment Strategies for Inherited Wealth 0.50
IRA Online Institute 29.5
Know Your Competition 0.75
Life Insurance Policies 0.75
Managing Fiduciary Risk and Litigation 0.75
Managing the Dynamic Nature of Client Financial Needs 0.75
Mastering the Art of Inquiry 0.75
Developing and Delivering a Compelling Personal Value Proposition 0.75
Philanthropic Planning 0.75
Planning Considerations for Life Insurance 0.75
Planning for Retirement 1.00
Post-Mortem Tax Planning
 1.50
Preparing the 706 0.75
Prudent Portfolio Management 0.50
Qualified Retirement Plans 1.00
Selling Value 0.50
Special Needs Trusts 0.75
Stock Selection and Analysis 0.75
Structure Analysis and Advice 0.75
Sustainable and Responsible Investing 0.50
Trust Fundamentals 0.75
Fundamentals of Insurance 1.50
The Role of a Private Banker 0.50
Types of Trusts 0.75
Understanding and Explaining Investment Performance 1.00
Understanding Fiduciary Principles 0.75
Understanding Gender, Culture, and Generational Influences in Managing Wealth 0.50

Browse Available Programs

Program Title Credits
Fiduciary Litigation Annual Review (2024), May 2, 2024 2
Asset Rich, Cash Poor: Planning for the Illiquid Estate, June 6, 2024 2
Get More Comfortable with Uncomfortable/Difficult Client Conversations, July 16, 2024 1.25
Planning Challenges for Families with Multi-National Family Members or Assets, September 5, 2024 2
Couples and Conflict: Tactics for Identifying and Managing Differences, September 17, 2024 1.25
Sunset 2025? Planning with Estate Tax Exclusion Given Future Uncertainty, October 3, 2024 2
Managing Conflicts in a Trust, November 7, 2024 2
Strategic Philanthropy in 2025 – New Year Conversations for Advisors, November 14, 2024 1.25
Recent Developments (2024), December 5, 2024 2
2025 Post Election Implications for Wealth Clients, December 17, 2024 1.25
Economic Horizons: What Wealth Advisors Need to Know for 2025, January 23, 2025 1.25
Planning with Retirement Accounts After the Secure Act, February 13, 2025 2
How Your Client’s Money History Impacts Financial Planning, February 18, 2025 1.25
Decanting Deep Dive, March 6, 2025 2
Impact of the Election on Future Tax Legislation, April 3, 2025 2
How to Communicate Your Value with Confidence, April 9, 2025 1.25
Fiduciary Litigation Annual Review for 2025, May 1, 2025 2
Post-Mortem Publicity Rights, June 5, 2025 2
Wealth Management and Trust Services Through the Financial Advisors Lens, June 24, 2025 1.25
Artificial Intelligence: How Advisors are Evolving in 2025, July 22, 2025 1.25
A Comprehensive Look at Formula Valuation Clauses, September 4, 2025 2
Master Conversations on Advisory Fees, September 11, 2025 1.25
Directed Trusts Revisited, October 2, 2025 2
Developments in the Treatment of Trusts in Divorce, November 6, 2025 2
The Power of Mindset in Achieving Client Success, November 19, 2025 1.25
Recent Developments: 2025 Estate and Trust Administration, December 4, 2025 2

Due to changes in content, new program credits are added 30 days prior to the date of the event. Please check back to see actual credits approved.

Program Title
Wealth Management and Trust Conference
Advanced Wealth Management and Trust School

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.

Annual Fee Dates

You will receive a notice to pay your annual fee by email in October of each year. The fee is due no later than January 31 of the following year.

*The fee notice will be sent to your Certification Manager account’s primary email. Please be sure your primary email is up to date on your dashboard. We also encourage you to add a back-up email in the space provided to ensure that we can stay in contact with you.

Still have questions?

Check out our continuing education FAQs.

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