2014 Special Needs Trusts - CLE Information
A CLE application has been submitted in the state of Florida. The Office of Professional Education will provide you with the materials you need to submit CLEs in your own state.
In addition, applications have been submitted for CPA, CFP, and guardianship credits.
2014 Special Needs Trusts - The National Conference has been approved for 14.5 CTFA credits.
CTFA credits should be distributed as follows: 2 ETH, 8.5 FID, 2 FP, 2 TAX
Pre-conference-TAX--- 4 CTFA Credits (TAX 4)
Pre-conference-Pooled Trusts---11 CTFA Credits (FID 7.75, TAX 2.25, FP 1)
This statement should not be viewed as an endorsement of this program or its sponsor." ICB Members must report these credits at www.icbmembers.org.
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