Virtual15 CE Credits
Wealth & Trust 360: Virtual Symposium
Hosted by American Bankers Association
Feb 4–5, 2026 Online / Virtual
Finance & Insurance
About This Event
A virtual symposium designed for wealth management and trust practitioners with 3+ years of experience. The event offers a forward-facing approach to wealth and trust topics, with separate tracks available focusing on trust/fiduciary content or wealth management content, providing comprehensive continuing education for finance professionals.
Topics Covered
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk Management
Ethics & Professional Conduct
Professional Boundaries
Registration & Fees
Continuing Education
15 CE Credits
Accredited by: ABA Professional Certification (CTFA), CFP Board
CTFA domains covered: Fiduciary Principles and Applications, Integrated Planning and Advice, Administration of Trust Accounts, Risk/Compliance Management, Asset Management, Ethics, and Relationship Management. Credits for CISP and CRSP pending.
Who This Event Is For
Industries
Finance & Insurance