Your ABA Path to the CTFA

Make this the year you earn your Certified Trust and Financial Advisor (CTFA) certification -- the recognized standard of excellence for trust and wealth advisors.

Download the printable PDF.

Roadmap Earn Certification Image

Requirements

10 Years Experience in wealth management

OR
5 Years Experience in wealth management and a bachelor's degree

OR
3 Years Experience in wealth management and completion of all three trust certificates
Apply & Sit for Exam

Trust Certificates

ABA Trust Certificate: Foundational
Online - 9 Courses
OR
ABA Trust School - Foundational
ABA Trust Certificate: Intermediate
Online - 18 Courses
OR
ABA Trust School - Intermediate

ABA Trust Certificate: Advanced
Online - 16 Courses
OR
ABA Trust School - Advanced

CTFA Exam Online Prep
Required only if all certificates were earned online

RECOMMENDED STUDY RESOURCE

 


maintain certification image

Requirements

Earn 45 Credits Every 3 Years
​☐ ​Certification renewal fee: $249 annually

At Your Office

ABA Briefings
1.0– 2.5 credits each
Wealth Management and Trust Online Training Courses
.75-4.5 credits each
ABA Trust Certificate: Intermediate
Online - Up to 16 credits
ABA Trust Certificate: Advanced
Online - Up to 15 credits

At Schools

ABA Trust School - Intermediate
34.75 credits
ABA Trust School - Advanced
44 credits

At A Conference

ABA Wealth Management & Trust Conference
21 credits

 


​Questions?  Please contact ABA Certifications or visit CTFA certification for more information.