Virtual18 CE Credits
Wealth & Trust 360
Hosted by American Bankers Association
Feb 4–5, 2026 Online / Virtual
Finance & Insurance
About This Event
A virtual symposium for wealth and trust professionals covering the latest tax changes, regulatory updates, and AI implementation strategies. Sessions focus on fiduciary standards, trust administration, estate planning, digital assets, and market outlook to help attendees deliver exceptional client service in 2026.
Topics Covered
Leadership & Management
Practice Management / BusinessQuality Improvement
Regulatory & Legal
Documentation StandardsRisk Management
Continuing Education
18 CE Credits
Accredited by: ABA Professional Certifications
Multiple certifications and accrediting bodies: CTFA (18 credits), CISP (5 credits), CRSP (5 credits), Investments & Wealth Institute (20 hours for CIMA, CPWA, CIMC, RMA certifications), CFP Board (9.5 credits for live sessions only, not on-demand)
Who This Event Is For
Industries
Finance & Insurance