Overview
Offerings by Area
Conferences
Schools
Telephone Briefings
Online Training
Team Training
Diplomas/Certificates (AIB)
Certification (ICB)
= Members Only Content
CTFA -- Certified Trust and Financial Advisor
| Media Contact |
|
Mark DeBaugh |
More than 4,000 financial professionals across the country have earned a CTFA designation, which is endorsed and established by the American Bankers Association. The certification distinguishes individuals who demonstrate excellence, experience and a depth of education in the wealth management industry. Advisors provide customized financial solutions including fiduciary resonsibilities, trust activity, ethics, personal finance, insurance planning, estate planning, and tax and investment management.
