Certified Trust and Financial Advisor (CTFA) Benefits

Why pursue your CTFA designation?

Consider these professional benefits and added value of certification:

Career Enhancement

Differentiate yourself with a credential that sets the standard of professional expertise in the wealth and trust industry. Learn more about the value of certification to you and your institution.

Continuing Education (CE) Database

CTFAs can identify relevant professional development options quickly and easily with the Certification Ma​nager, which highlights programs that have been approved for CE credit.

New CTFA Referral Incentives

Refer one person who applies for a certification exam in a given calendar year, and ABA will waive your certification renewal fee for the next calendar year, up to $249. Please use the Referral Form.

CTFA Discount

CTFAs receive special pricing for registration to the Wealth Management & Trust Conference.

​Questions? Please contact ABA Certifications for more information.


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 Advisory Board


ABA works with industry leaders in the trust field to maintain and advance the CTFA credential.

Michael Vinyon, CTFA (Chair)
SVP & Regional Managing Director
Wells Fargo

Jessica Beavers, CTFA
ABA Trust School Board Liaison
Executive Vice President
Bridgeford Trust Company​

Cal Buxton, CTFA
Senior Vice President, Investments
UBS Financial Services

Lynn Carleton, CTFA
VP - Trust Administration Officer
Canandaigua National Bank & Trust

Franckline Casimir-Benoit, CTFA
Managing Director and Trust Counsel
Fiduciary Trust Co. Intl

Marcia L. Jory, CTFA
Managing Director
US Trust, Bank of America

Mark A Paluzzi, CTFA
Senior Vice President
Citizens Bank

Richard Robinson, CTFA
Regional Manager
Wells Fargo Bank

Kevin C. Ward, CTFA
Senior Vice President
BB&T Wealth Management