CTFA Exam Online Prep

A convenient way to prepare for the Certified Trust and Financial Advisor (CTFA) designation from ABA Professional Certifications. Participants use the Reference Guides to Wealth Management and Trust as their study tool, listen to 19 recorded lectures, and have access to a test on each subject area, modeled after a CTFA exam.

Learning Objectives

  • Explain how fiduciary and trust activities are related to basic trust administration
  • Develop an understanding of federal estate and gift taxation, planning for gifts and related tax-planning strategies
  • Describe basic investments management and the economics markets
  • Apply personal financial planning concepts as a tool to enhance client relationships

Audience

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.

Course Credits

ABA Professional Certifications: 30 CTFA​​​​​​​​​​​​

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For group registrations or more information, please contact training@aba.com.

 

 Registration & Pricing

 

Facilitated Course
ABA Member  • $ 550
Nonmember • $ 700
Bill Me Option

Textbook - Printed or eBook
ABA Member  • $575
Nonmember • $775

Additional fees and taxes may apply.
 

 Upcoming Dates

 
  • February 20, 2018
  • August 6, 2018
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