Maintain the CTFA

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:

Certificates

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

Online Courses

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
Banking Law and Referrals	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
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
Right to Financial Privacy Act (RFPA)	0.75
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
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

Webinars

Browse Available Programs

Program Title	Credits
2025 Post Election Implications for Wealth Clients, December 17, 2024	1.25
Recent Developments (2024), December 5, 2024	2.00
Strategic Philanthropy in 2025-New Year Conversations for Advisors, November 14, 2024	1.25
Managing Conflicts in a Trust, November 7, 2024	2.00
Sunset 2025? Planning with the Estate Tax Exclusion Given Future Uncertainty, October 3, 2024	2.00
Couples and Conflict: Tactics for Identifying and Managing Differences, September 17, 2024	1.25
Planning Challenges for Families with Multi-National Family Members or Assets, September 5, 2024	2.00
Get More Comfortable with Uncomfortable/Difficult Client Conversations, July 16, 2024	1.25
Asset Rich, Cash Poor: Planning for the Illiquid Estate, June 6, 2024	2.00
Fiduciary Litigation Annual Review (2024), May 2, 2024	2.00
What Every Advisor Needs to Know to Be Successful, April 23, 2024	1.25
Where Does Your Trust Live?, April 4, 2024	2.00
What Clients need to Know to Manage their Taxes in 2024, March 14, 2024	1.25
Estate Planning for the Modern Family, March 7, 2024	2.00
The Role of Multigenerational Planning in Your Estate Plan, February 8, 2024	2.00
Advisor Insights: 2024 Market and Economic Outlook, January 18, 2024	1.25
Recent Developments in 2023 for Estate and Trust Administration, December 7, 2023	2.00
Post-Mortem Planning and Trust Administration, November 2, 2023	2.00
Charitable Planning: Making the Charitable Vision a Reality, October 5, 2023	2.00
How to Create an Inclusive Client Experience, September 21, 2023	1.25
Estate Planning for the Family-Owned Business – Part 2 (Tax planning), September 7, 2023	2.00
Wealth Management Considerations with Business-Owning Families, August 3, 2023	1.25
Financial Well-Being and Your Clients, July 13, 2023	1.25
Managing Inherited Wealth vs. Created Wealth, June 22, 2023	1.25
Planning for Family Members with Special Needs, June 1, 2023	2.00
Fiduciary Litigation Annual Review (2023), May 11, 2023	2.00

Conferences/Schools

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	Credits
Wealth Management and Trust Conference, February 21-23, 2024	15.00
Wealth Management and Trust School - Advanced, October 16-19, 2023 Atlanta, GA	30.00
Wealth Management and Trust Conference, February 27 - March 1, 2023	15.00

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.

Maintain the CTFA

How to Submit Continuing Education (CE) Credit

Renewal Requirements

Pre-Approved ABA Options

Other CE Options and FAQs

Annual Fee Dates

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