|
ABA Online Review Course for the CTFA Examination
Registration (Self-paced, weekly enrollment^)
Candidates who are planning on earning the prestigious Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers will find this course an additional resource and convenient way to review for the exam. It is designed as a companion study tool to the four-volume ABA Wealth and Advisory Personal Trust Series (WAPTS).
The study quizzes from the WAPTS are used in the online course computer-graded quizzes to provide instant feedback. Participants are encouraged to take the Sample Test for each exam section first to identify the areas where they should concentrate their study. After studying the various sections of the course, participants will be able to take the review questions from each section. Access to all lessons and quizzes at the online course site will be available for the duration of the course. As a capstone to the course, learners may take an sample exam modeled after the CTFA exam (which is not available in the WAPTS).
There will also be a discussion board for each section of the assignments with forums organized according to subject matter. In the board, participants can post questions to a qualified mentor as well as share insights and review and discuss other student's questions and comments.
^ This a self-paced online course which allows an open, weekly enrollment format. Participants may register anytime and will be added to the course on the Monday following ABA's receipt of their registration.
| Price* |
$1075 Nonmembers / $795 Members (with textbook)
$260 Nonmembers / $200 Members (without textbook**) |
| Course Length |
Self-paced; estimated completion is 8 to 12 weeks |
| Course Credits |
None |
| Prerequisites |
None |
| Required Software |
Microsoft Internet Explorer Browser 6.0 or higher or Netscape Browser 6.2 or higher |
| Textbook** |
Wealth and Advisory Personal Trust Series, 2008, ABA |
Audience
This course is designed for those preparing for the Certified Trust and Financial Advisor (CTFA) Exam. The Certified Trust and Financial AdvisorŠ (CTFA) is applicable to financial services professionals whose primary function and expertise focus on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts.
Learning Objectives
At the end of the course, participants should be familiar with the following areas:
- Fiduciary and Trust Activities
- Tax Law and Tax Planning
- Investments Management
- Financial Planning
Click here for list of covered topics
* Registration for one or more courses that include accompanying textbooks will also incur a shipping & handling fee of $8.50.
** The four-volume series of workbooks will be provided to participants and the cost is included in the price of the course. Those who already own the current series may purchase the online course independently using the "without textbook" option.
Questions? Please contact online@aba.com or 1-800-BANKERS for more information.
| 
