Certified Trust and Financial Advisor (CTFA)

The Certified Trust and Financial Advisor certification is designed to:

  • Establish a recognized standard of knowledge and competence for the trust and wealth advisory field
  • Formally recognize those who meet these standards
  • Provide employers and clients with a tool to identify skilled, knowledgeable professionals
  • Support the benefits of professional continuing education and development
 

​Questions? Please contact ICB for more information.

 

 Who Should Apply?

 
  • Wealth managers
  • Investment officers
  • Trust officers
  • Financial planners
  • Trust tax specialists
  • Private bankers
  • Trust administrators