Ongoing Continuing Education Requirements

Holders of the ATFA Certification must complete forty-five hours of approved CE (for calculation purposes one hour equals sixty minutes) every three years in order to maintain their certification. They are required to take a minimum of six hours of the forty-five in each
of the following core disciplines

  • FIDUCIARY AND TRUST ACTIVITIES
  • FINANCIAL PLANNING
  • TAX LAW AND PLANNING
  • INVESTMENT MANAGEMENT

Attending the Trust Advisors Forum at Pinehurst every year will meet all ATFA CE requirements. The holder of the ATFA does not even
need to submit the ATFA CE Form so long as they provide their ATFA Certification Number upon registration for the Trust Advisors Forum each year.
For CE programs attended OTHER THAN the Trust Advisors Forum, proof of attendance and any documentation may be submitted as
attended or as a single submission to Campbell University (along with the ATFA CE Form) within the three-year period. It is required
that the holder of the ATFA’s manager certify as to the total number of hours and the number of hours in each of the core disciplines.
Failure to meet the ATFA CE requirements will result in loss of the certification and the need to resubmit as well to pay an additional application fee and any annual renewal fees for the lapsed period in order to be recertified for ATFA purposes.

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