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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
Click here to access our archive from Financial Education & Development, Inc.
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.
62nd Annual Trust and Wealth Management Conference
September 9-10, 2021 - 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.
16th Annual BSA/AML School
October 12-15, 2021 - The Florida Hotel, Orlando
BSA/AML Compliance Management 2022
May 13, 2022 - Live Streaming Zoom Video
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.
35th Annual Florida Bank Directors Forum
September 2-3, 2021 - Ritz Carlton Golf Resort, Naples
62nd Annual Trust and Wealth Management Conference
September 9-10, 2021 - Ritz Carlton, Fort Lauderdale
2021 Documentary Stamp Tax
October 7, 2021 - Airport Embassy Suites, Miami
October 8, 2021 - Florida Hotel, Orlando
October 8, 2021 - Live Streaming Zoom Video
62nd Annual Florida Trust and Wealth Management School
July 17-22, 2022 - Rosen Shingle Creek Resort, Orlando
CPE
For more information on the National Association of State Boards of Accountancy (NASBA), click here.
Real Estate Lending Compliance 2021
August 24-25, 2021 - The Florida Hotel, Orlando
35th Annual Florida Bank Directors Forum
September 2-3, 2021 - Ritz Carlton, Sarasota
Chief Executive Officer Discussion Forum
September 16, 2021 - The Ritz Carlton, Sarasota
Chief Financial Officer Discussion Forum
September 17, 2021 - The Ritz Carlton, Sarasota
Call Report Preparation
September 23, 2021 - Airport Embassy Suites, Miami
September 24, 2021 - The Florida Hotel, Orlando
9th Annual CFO Symposium
May 19-20, 2022 - Rosen Shingle Creek, 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.
Real Estate Lending Compliance 2021
August 24-25, 2021 - The Florida Hotel, Orlando
16th Annual BSA/AML School
October 12-15, 2021 - The Florida Hotel, Orlando
35th Annual Consumer Compliance Seminar
April 13-15, 2022 - The Florida Hotel, Orlando
BSA/AML Compliance Management 2021
May 13, 2022 - Live Streaming Zoom Video
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.
62nd Annual Trust and Wealth Management Conference
September 9-10, 2021 - Ritz Carlton, Fort Lauderdale
61st Annual Florida Trust and Wealth Management School
July 17-22, 2022 - 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.
2022 HR & Wellness Conference
March 31 - April 1, 2022 - The Florida Hotel, Orlando
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
Click here to access our archive from Financial Education & Development, Inc.
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.
62nd Annual Trust and Wealth Management Conference
September 9-10, 2021 - 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.
16th Annual BSA/AML School
October 12-15, 2021 - The Florida Hotel, Orlando
BSA/AML Compliance Management 2022
May 13, 2022 - Live Streaming Zoom Video
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.
35th Annual Florida Bank Directors Forum
September 2-3, 2021 - Ritz Carlton Golf Resort, Naples
62nd Annual Trust and Wealth Management Conference
September 9-10, 2021 - Ritz Carlton, Fort Lauderdale
2021 Documentary Stamp Tax
October 7, 2021 - Airport Embassy Suites, Miami
October 8, 2021 - Florida Hotel, Orlando
October 8, 2021 - Live Streaming Zoom Video
62nd Annual Florida Trust and Wealth Management School
July 17-22, 2022 - Rosen Shingle Creek Resort, Orlando
CPE
For more information on the National Association of State Boards of Accountancy (NASBA), click here.
Real Estate Lending Compliance 2021
August 24-25, 2021 - The Florida Hotel, Orlando
35th Annual Florida Bank Directors Forum
September 2-3, 2021 - Ritz Carlton, Sarasota
Chief Executive Officer Discussion Forum
September 16, 2021 - The Ritz Carlton, Sarasota
Chief Financial Officer Discussion Forum
September 17, 2021 - The Ritz Carlton, Sarasota
Call Report Preparation
September 23, 2021 - Airport Embassy Suites, Miami
September 24, 2021 - The Florida Hotel, Orlando
9th Annual CFO Symposium
May 19-20, 2022 - Rosen Shingle Creek, 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.
Real Estate Lending Compliance 2021
August 24-25, 2021 - The Florida Hotel, Orlando
16th Annual BSA/AML School
October 12-15, 2021 - The Florida Hotel, Orlando
35th Annual Consumer Compliance Seminar
April 13-15, 2022 - The Florida Hotel, Orlando
BSA/AML Compliance Management 2021
May 13, 2022 - Live Streaming Zoom Video
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.
62nd Annual Trust and Wealth Management Conference
September 9-10, 2021 - Ritz Carlton, Fort Lauderdale
61st Annual Florida Trust and Wealth Management School
July 17-22, 2022 - 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.
2022 HR & Wellness Conference
March 31 - April 1, 2022 - The Florida Hotel, Orlando