About the Program

Separate yourself from the competition. Certified Trust and Financial Advisor The CTFA instrument demonstrates your moxie in the trust and fiscal counsel field while feting the growing customer relationship chops necessary to be a successful wealth director.

  1. Watch the webinar or view the FAQs about important changes.
  2. Explore the benefits of CTFA
  3. Review Eligibility Conditions
  4. Check your eligibility and learn about experience and training conditions.
  5. Review Eligibility Conditions
  6. Check your eligibility and learn about experience and training conditions.
  7. Schedule Your test
  8. View forthcoming test dates and locales, and submit your operation.

What Is a Certified Trust and Fiduciary Advisor (CTFA)?

The Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in levies, investments, fiscal planning, Exam Labs Dumps trusts, and estates. preliminarily called the Certified Trust and Financial Advisor instrument, the ABA replaced" Financial" in the title with the word" Fiduciary" in2020.1

The CTFA credential is applicable for professionals who have a career in banking, brokering, fiscal planning, taxation, or trust administration.

KEY TAKEAWAYS

  • The Certified Trust and Fiduciary Advisor(CTFA) is one of several professional designations offered by the American Bankers Association(ABA).
  • The CTFA designation is intended to assess and certify a fiscal professional's knowledge and capability in the field of trusts and fiscal advice, astronomically demonstrated.
  • Aspirants must meet minimal work experience conditions in the fiscal assiduity and pass a rigorous examination.
  • CTFAs must also complete regular continuing education(CE) conditions.

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