Who should get certified?
The ATFA Certification is available to all fiduciaries whether they are serving their clients with banks, credit unions, independent trust companies, broker affiliated trust companies, wealth advisory firms or law firms offering trust services. In an increasingly complex, litigious and regulatory environment, never has the need been greater for trust professionals well versed in, and with a demonstrated mastery of, the very highest level of fiduciary expertise. A trust professional holding the ATFA Certification will, in every sense, have demonstrated that they are ready to face those challenges.
Fiduciaries at the office level with at least 10 years of experience in the financial services industry, a minimum of five of which are in trust account administration, are eligible to apply to be “grandfathered” and acquire the ATFA Certification without sitting for the examination.
In order to be considered, applicants must also meet one of the following criteria:
- Hold an active ongoing fiduciary certification. Licensed attorneys whose primary work focus is trust and wealth management are invited to apply. Work experience must be certified by the applicant’s current manager.
- Hold an undergraduate or graduate Trust & Wealth Management degree from Campbell University.
The ATFA application for those requesting “grandfathered” status is available online and (during TAF) at the conference registration desk.
Individuals requesting to be “grandfathered” should submit their manager’s certification that they meet the work experience requirement. A letter from the approving manager on company letterhead should be sent to:
Attn: Jimmy Witherspoon
P.O. Box 218
Buies Creek, NC 27506
Applicants requesting “grandfathered” status will be granted ATFA Certification upon committee approval and will be notified as to their renewal/CE rotation.
Graduates of Campbell’s undergraduate or graduate Trust & Wealth Management programs are immediately eligible to sit for the ATFA Examination upon graduation and will be granted the ATFA certification once they have at least three years experience in the financial services industry, a minimum of two of those years being in trust account administration.
The work experience referenced above must be certified by the applicant’s current manager.
A letter from the approving manager on company letterhead should be sent to:
Attn: Jimmy Witherspoon
P.O. Box 218
Buies Creek, NC 27506.
Fiduciaries not meeting the work experience requirement to “grandfather” must successfully complete the following:
- Trust Advisors Institute, Fiduciary Fundamentals
- Trust Advisors Institute, Advanced Practices, and
- The ATFA Examination
Campbell University: A leader in Trust education
As the first and only institution in the country to offer an undergraduate degree program in Trust & Wealth Management. Campbell has been the leader in Trust education for more than 50 years. The University also offers a Master of Trust & Wealth Management (MTWM).
Today, almost 2,000 Trust alumni serve the nation’s premier financial institutions.
The University partners with the Trust Education Foundation to host the Trust Advisors Forum. Held annually in Pinehurst, the event is the largest Trust conference in the country. Campbell has also been hosting the Trust and Financial Advisors Institute—formerly known as Southeastern Trust School—for more than five decades.
Campbell offering the ATFA Certification to the industry is a culmination of the University’s commitment to, belief in and love for the Trust profession. Professionals receiving the certification are also paying it forward to the next generation of Trust leaders as the fees associated with ATFA provide scholarships for the students majoring in Trust at Campbell.