Accredited Trust and Fiduciary Advisor

CE Review
Committee

Meeting archive and working documents for the ATFA CE Review Committee. Each session has its own agenda page.

I.

Meeting Archive

All Committee sessions are listed below. New meetings appear automatically when added to the site — no editing required.

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To add a new meeting: Drop a file named meeting-2.html into the folder and re-upload to Netlify. It will appear here automatically — no changes to this page needed.
II.

Working Documents

The full ATFA CE process documentation — live pages, always current.

Working PlanCE Review Process — Working Planmemo.atfacertification.com Technical ArchitectureBEN Engine Architecture & FAQarchitecture.atfacertification.com System PromptBEN Review Engine — System Promptben.atfacertification.com Policy & DecisionsCE Review Process & Policyprocess.atfacertification.com