Vendor
American Bankers Association exams
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- Exams
- 1
- Questions
- 258
Question sets
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Certification paths
How the certifications fit together
Foundational
Wealth and trust professionals building toward CTFA
- Wealth and Trust School Level 1foundationalHalfway point toward the CTFA pre-certification education requirement.
- Wealth and Trust School Level 2intermediateLevel 1 and Level 2 together fully meet the CTFA pre-certification education requirement.
- Certified Trust and Fiduciary AdvisorCTFAABA's trust and financial advisor certification.
Compliance
Regulatory compliance and AML/fraud
- Certificate in Mortgage Lending Compliancecertificate-in-mortgage-lending-complianceCE-eligible certificate that earns ABA Professional Certification credit toward CRCM, CERP, and CAFP.
- Certified Regulatory Compliance ManagerCRCMABA's regulatory compliance certification.
- Certified AML and Fraud ProfessionalCAFPABA's AML and fraud certification.
Specialized
Enterprise risk, marketing, and IRA services
- Certified Enterprise Risk ProfessionalCERPABA's enterprise risk certification.
- Certified Financial Marketing ProfessionalCFMPABA's bank marketing certification.
- Certified IRA Services ProfessionalCISPABA's IRA services certification.
What changed
The timeline
- 2026-04-21
Wealth and Trust Schools calendar published
- 2026-07-01
CAFP exam window opens
- 2026-08-01
CRCM exam window opens
- 2026-08-01
CTFA exam window opens
- 2026-08-01
CFMP exam window opens
- 2026-09-15
CISP exam window opens
- 2026-10-01
CERP exam window opens
- December 1, 2026
CRCM schedule now starts in December
- December 1, 2026
CTFA schedule now starts in December
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