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CE Credits | Wealth Management and Trust Conference

  • February 24-26, 2025
  • Manchester Grand Hyatt
  • San Diego, CA
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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.

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

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