How to Apply and Begin the Process

GRANDFATHERING OPTION

Fiduciaries at the office level with ten or more years of experience in the financial services industry, with at least five of those years being in trust account administration:

1. Holding either an active ongoing fiduciary certification (licensed attorneys whose primary work focus is trust and wealth management are invited to apply)

OR

2. Having graduated from Campbell’s undergraduate or graduate Trust and Wealth Management Degree Program

are eligible to apply to be “grandfathered” and acquire the ATFA Certification without sitting for the ATFA examination. The work experience referenced above must be certified to by the applicant’s current manager. The ATFA application for those requesting “grandfathered” status is available online and (during TAF) at the conference registration desk.

Individuals requesting to be “grandfathered” should submit their manager’s certification that they meet the work experience described above. A letter from the approving manager on company letterhead should be sent to: Attn: Jimmy Witherspoon, Campbell University, P.O. Box 218, Buies Creek, NC 27506. Applicants requesting “grandfathered” status will be granted ATFA Certification upon committee approval and will be notified as to their renewal/CE rotation.

Click here to apply for ATFA Certification

CAMPBELL TRUST GRADUATE NOT ELIGIBLE TO GRANDFATHER:

Graduates of either Campbell’s Undergraduate or Graduate Trust and Wealth Management Degree Programs are immediately eligible to sit for the ATFA Examination upon graduation and will be granted the ATFA certification once they have completed three or more years of experience in the financial services industry, with at least two of those years being in trust account administration. The work experience referenced above must be certified by the applicant’s current manager. A letter from the approving manager on company letterhead should be sent to: Attn: Jimmy Witherspoon, Campbell University, P.O. Box 218, Buies Creek, NC 27506.

Click here to apply for ATFA Certification

All OTHER APPLICANTS / FIDUCIARIES NOT MEETING THE WORK EXPERIENCE REQUIREMENT TO GRANDFATHER:

Fiduciaries not meeting the work experience requirement to “grandfather” must successfully complete:

  1. Trust Advisors Institute – Fiduciary Fundamentals
  2. Trust Advisors Institute – Advanced Practices, and
  3. The ATFA Examination

Click here to register for Trust Advisors Institute

“ATFA Certification is a new gold standard for fiduciaries”
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