The Trust Education Foundation, Inc. sponsors the Trust Advisors Forum to meet the annual continuing education needs of trust and wealth professionals. The program agenda is submitted each year for pre-approval for CTFA, CRSP, ATFA, CLE and CFP® continuing education credit. 2025 Forum attendees are entitled to receive 18.25 hours of CTFA, 3.25 hours of CRSP,  16.5 hours of ATFA, and 16.5 hours of CFP® continuing education credits.* The Board of Continuing Legal Education of the North Carolina State Bar has approved the Forum for 14 hours of CLE credit.

If a Forum participant holds certifications not listed above or is interested in receiving, for example, CLE (in states other than North Carolina) 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 account to the appropriate accrediting body/agency for approval.

Questions may be directed to Jimmy Witherspoon at witherspoon@campbell.edu or 910-893-1387.

* 2025 CE Approval Pending

 

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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.

ABA Professional Certification is dedicated to promoting the highest standards of performance and ethics within the financial services industry.