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CE Credits | Wealth Management and Trust Conference

  • 2025 Conference Details Coming Soon
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2024 ABA Professional Certification CE credits

  • Certified Trust and Fiduciary Advisor (CTFA): 15 CE Credits
  • Certified IRA Services Professional (CISP): 5 CE Credits
  • Certified Retirement Services Professional (CRSP): 5 CE Credits

Certified Financial Planners Board

The Certified Financial Planners Board granted 13 CFP credits for participation in the in-person presentation of the 2024 conference.

Keep Me Informed

Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact Kim Chancy if you have any questions.

Sign Up for UpdatesContact Kim