Dates Offered | Registration (Deadline is one week prior to start date)
Candidates who plan to earn the prestigious Certified Trust and Financial Advisor (CTFA) designation will find this course a convenient way to review for the exam. It is designed as an instructor-guided companion study tool to the ABA Wealth and Advisory Personal Trust Series (WAPTS) and quizzes from the WAPTS are used in the online course.
Learner Support Includes:
- Pre-tests to identify areas of concentration
- Review tests to confirm your understanding
- A sample exam modeled after the CTFA exam
- Discussion boards and forums to encourage interaction
- Access to all resources up to the date of the Individually Proctored Exam.
NEW - The online sessions are enhanced with interactive webinars featuring lecture and Q&A led by industry expert Skip Fox, who covers the tax and fiduciary topics. These provide a unique opportunity to validate your understanding of the content and ask questions. Students who are unable to participate in the live session, or want an additional review, can watch the recordings at their convenience.
Please note that this course is updated at the beginning of each calendar year.
||$1125 Nonmembers / $825 Members (with textbooks/eBooks)|
$475 Nonmembers / $350 Members (without textbook**)
||ICB: 30 (6 ETH, 6 FID, 6 FP, 6 INV & 6 TAX)|
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||Wealth and Advisory Personal Trust Series, 2013, ABA|
This course is designed for those preparing for the Certified Trust and Financial Advisor (CTFA) Exam. The Certified Trust and Financial Advisor© (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.
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.
** 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.