The Trust Education Foundation, Inc., sponsors the Trust Advisors Forum to meet the continuing education needs of trust and wealth managers. The program agenda is submitted each year for pre-approval for CTFA, CRSP, ATFA, and CFP® continuing education credit. This program has been determined to meet the requirements of the Certified Financial Planner Board of Standards, Inc. for 18 hours and The Fiduciary Education Center has approved the 2019 Forum for 17.75 hours of ATFA credit. This program has also been approved for 18 hours of CTFA, and 18 hours of CRSP credit by the Institute of Certified Bankers.
If a Forum participant holds certifications not listed above or is interested in receiving, for example, CLE or CPE credit, the Director will be delighted to provide the attendee with proof of attendance and with supporting documentation to enable the participant to submit the program on their own accord to the appropriate accrediting body/agency for approval.
Questions as to continuing education credits may be directed to the Director, Jimmy Witherspoon, at firstname.lastname@example.org
The Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement should not be viewed as an endorsement of this program or its provider.
Certified Financial Planner Board of Standards, Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP®, which are awarded to individuals who successfully complete the initial and ongoing certification requirements.