Ongoing Continuing Education Requirements
Holders of the ATFA Certification must complete forty-five hours of approved CE (for calculation purposes one hour equals sixty minutes) every three years in order to maintain their certification. The required core disciplines for CE credit are as follows:
- Fiduciary and Trust activities
- Financial planning
- Tax law and planning
- Investment management
We encourage you to attend the Trust Advisors Forum at Pinehurst. Doing so every year will meet all your ATFA CE requirements. If you attend the Trust Advisors Forum, you should record your participation in the CE App by selecting Trust Advisors Forum from the course dropdown and save your entry. (this program is pre-approved within the CE App).
Failure to meet the ATFA CE requirements will result in loss of the certification and the need to resubmit as well to pay an additional application fee and any annual renewal fees for the lapsed period in order to be recertified for ATFA purposes.
Submitting Continuing Education Via The ATFA CE App
Upon receiving your ATFA certificate, you will be added to the CE App software and receive a validation email providing you access to start tracking your continuing credit hours (you are accountable to submit and track your time accurately). To sign into your account, click the button below:
Access CE AppThe CE App helps you streamline your CE management and stay compliant and on track with ease. For more details on submitting your continuing education (CE) activities, refer to the CE App Usage Guide on tracking and recording your courses.
CE App Usage GuideNOTE: For any program that needs to be approved, we will strive to review in a timely manner. For the initial CE App rollout, please allow for 4-6 months. Normal approval procedures will be established over time.
If you have any questions, please email patrick@trustworthyconsultants.com