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 two-day virtual symposium designed for wealth management and trust professionals covering fiduciary responsibilities, trust administration, beneficiary management, tax implications, and regulatory updates. The program is organized into trust-focused and wealth-focused tracks with practical takeaways to help practitioners succeed in 2026.
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 (CTFA)
Also under review for CISP and CRSP credits. Pending approval for CFP credit. CLE credits must be applied for individually by attendee (not pre-approved).
Who This Event Is For
Industries
Finance & Insurance