Requirements for Acquiring the ATFA

There are several routes to acquiring the Accredited Trust Financial Advisor (ATFA)

FIDUCIARIES AT THE OFFICER 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.

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

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.

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.

“ATFA Certification is a new gold standard for fiduciaries”
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