Education for the people other professionals trust.
Trust officers, CTFA® holders, and estate administrators — tax and fiduciary education you can self-report.
Trust officers, fiduciary administrators, and estate professionals live in the overlap of tax law, investments, and accounting — exactly where our instructors teach.
Designations like CTFA® (ABA) accept self-reported continuing education relevant to the credential. Our certificates document hours, topics, and learning objectives for your submission, and dual CPA or EA holders earn standard credit.
How credit works for you
Often — self-report to CFP Board for review
CTFA® and similar ABA designations accept relevant self-reported CE — keep your certificate and course description. Confirm category limits with your credentialing body.
Licensing bodies have final authority on credit acceptance — see our accreditation or ask us before you enroll.
Where to start
Common questions
Can CTFA® holders use your programs?
ABA designations like CTFA® accept relevant self-reported CE. Our certificates include the hours, topics, and learning objectives you need; confirm category requirements with the ABA.
Find your first program.
Browse the catalog by topic, format, and credits — or start with something free.
Explore the catalog Free CPE