Education Events by Designation

 

The education department offers a variety of Continuing Education (CE) with our events that are hosted every year. Below are a breakdown of the events by CE designation, along with the contact information for the various programs.

Looking for Upcoming Live or Digital Download Webinars?
Click here to access our archive from Total Training Solutions
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CCTS

The Certified Corporate Trust Specialist (CCTS) certification is designed establish a recognized standard of knowledge and competence for corporate trust professionals and much more. For more information, click here.

61st Annual Trust and Wealth Management Conference
September 26-27, 2019 - Ritz Carlton, Fort Lauderdale


CFSSP

The Certified Financial Services Security Professional (CFSSP) certification is the professional credential for financial services professionals whose primary function and expertise focus on management and/or execution of physical safety and security for their financial institution. For further information, click here.

15th Annual BSA/AML School
October 22-25, 2019 - The Florida Hotel, Orlando

BSA/AML Compliance Management 2020
May 21, 2020 - Airport Embassy Suites, Miami
May 22, 2020 - The Florida Hotel, Orlando


CLE

We hold a number of education events which qualify towards the Continuing Legal Education Requirement (CLER), a requirement that members of the Florida Bar are subject to every three years. For more information, click here

61st Annual Trust and Wealth Management Conference
September 26-27, 2019 - Ritz Carlton, Fort Lauderdale

34th Annual Florida Bank Directors Forum
October 3-4, 2019 - Ritz Carlton Golf Resort, Naples

2019 Documentary Stamp Tax 
October 31, 2019 - Airport Embassy Suites, Miami
November 1, 2019 - Embassy Suites USF, Tampa
November 1, 2019 - Live Streaming Video

61st Annual Florida Trust and Wealth Management Schools
July 19-24, 2020 - Rosen Shingle Creek Resort, Orlando


CPE

For more information on the National Association of State Boards of Accountancy (NASBA), click here

Call Report Preparation
September 5, 2019 - Airport Embassy Suites, Miami
September 6, 2019 - Airport Embassy Suites, Orlando

34th Annual Florida Bank Directors Forum
October 3-4, 2019 - Ritz Carlton Beach Resort, Naples

Asset Liability Management
January 31, 2020 - Airport Embassy Suites, Orlando

Bank Risk Management
February 21, 2020 - Embassy Suites USF, Tampa

9th Annual CFO Symposium
May 7-8, 2020 - Ritz Carlton Golf Resort, Naples

Real Estate Lending Compliance 2020
July 8-9, 2020 - The Florida Hotel, Orlando

CRCM

The Certified Regulatory Compliance Manager (CRCM) certification is a recognized standard of excellence for regulatory compliance professionals working in the financial services area. For more information, click here

15th Annual BSA/AML School
October 22-25, 2019 - The Florida Hotel, Orlando

35th Annual Consumer Compliance Seminar
April 1-3, 2020 - The Florida Hotel, Orlando

BSA/AML Compliance Management 2020
May 21, 2020 - Airport Embassy Suites, Miami
May 22, 2020 - Embassy Suites USF, Tampa
May 22, 2020 - Live Streaming Video

Real Estate Lending Compliance 2020
July 8-9, 2020 - The Florida Hotel, Orlando


CTFA

The Certified Trust and Financial Advisor (CTFA) certification is the recognized standard of excellence for trust and wealth advisors. For more information on obtaining the CTFA designation, click here

61st Annual Trust and Wealth Management Conference
September 26-27, 2019 - Ritz Carlton, Fort Lauderdale

61st Annual Florida Trust and Wealth Management School
July 19-24, 2020 - Rosen Shingle Creek Resort, Orlando


PHR/SPHR

Advance your HR career by earning the Professional in Human Resources (PHR) or Senior Professional in Human Resources (SPHR) from the HR Certification Institute. For more information, click here.

2020 HR & Wellness Conference
March 19-20, 2020 - The Florida Hotel, Orlando