About the Program
Separate yourself from the competition. 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.
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The Certified Trust and Fiduciary Advisor (CTFA) is 私 professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in levies, investments, fiscal planning, 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
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Understanding a Certified Trust and Fiduciary Advisor (CTFA)
The CTFA instrument demonstrates moxie in the trust and fiscal advising profession. To admit the designation, campaigners must have a minimal position of wealth operation work experience, complete approved training programs, and pass an examination. Continuing education( CE) is also demanded to maintain the CTFA designation.2
The ABA defines professional wealth operation experience as furnishing customer advice, either directly or laterally, relating to trusts, estates, individual withdrawal accounts (IRAs) and other good withdrawal plans, guardianship, and individual asset operation accounts.2
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