Hybrid18 CE Credits
Wealth Management & Trust Conference
Hosted by American Bankers Association
Dates TBD Location TBD
Finance & Insurance
About This Event
A professional conference for banking and wealth management professionals offering continuing education across trust, fiduciary, retirement, and investment topics. Sessions cover estate planning, portfolio management, ESG investing, economic outlook, and regulatory updates relevant to financial institutions.
Topics Covered
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk Management
Continuing Education
18 CE Credits
Accredited by: ABA Professional Certification
Credits available for Certified Trust and Fiduciary Advisor (CTFA), Certified IRA Services Professional (CISP), Certified Retirement Services Professional (CRSP), Investments & Wealth Institute certifications (CIMA, CPWA, CIMC, RMA), and CFP Board. CFP credits only for live participation in specific sessions, not for on-demand sessions purchased after February 15.
Who This Event Is For
Industries
Finance & Insurance