Due to the COVID 19 virus the 2020 Trust Advisors Institute has been cancelled for this year.  We invite you to revisit this website next year and register for the 2021 Trust Advisors Institute which will be held June 4 – 13, 2021.

CE Credit

Trust Advisors Institute – Fiduciary Fundamentals is accredited by the ABA Professional Certifications for the first year of study at the three year ABA Wealth and Trust School by the Trust Division of the American Bankers Association.

This program was determined to meet the requirements of the Certified Financial Board of Standards, Inc. for 28 hours of continuing education credit.

Students holding the ATFA; CTFA, CISP; CRSP; CFIRS; CFSA; CSP® or NASD Series 6, 7, or 63 designations –as well as CPAs seeking CPE hours, or attorneys seeking CLE hours – are encouraged, upon graduation, to contact their appropriate accrediting body for continuing education credits. The TAI director will provide necessary documentation as requested by the student.

Each student who completes the SETS requirements receives a certificate issued jointly by SETS and Campbell University. The Southeastern Trust School is also accredited by the Institute of Certified Bankers (ICB) for the first year of study at the National Trust School. Additionally, any graduates of SETS holding industry certificates may receive anywhere from 28-53 hours of qualifying continuing education credit toward their respective certifications.