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ABA: The American Bankers Association

Certified Trust and Fiduciary Advisor (CTFA)

Testing Update: ABA and Scantron are offering candidates the option of testing via live online proctoring (LOP). This allows candidates to take the exam at their home or other location with a live, remote proctor. Registered candidates will receive information about LOP from Scantron 30 days prior to the exam window.

About the Program

Differentiate yourself from the competition. The CTFA certification demonstrates your expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.

Dates to Know

Next Exam Date: April 1-30, 2021.

Apply By: February 1, 2021.
Exam Application

Review Eligibility Requirements

Check your eligibility and learn about experience and training requirements.

View Requirements

Prepare for the Exam

Learn about the CTFA exam and see useful study resources.

Prepare

Schedule Your Exam

View upcoming exam dates and locations, and submit your application.

Apply

Maintain the CTFA

How to maintain the CTFA designation, including continuing education credits, renewal fees and code of ethics.

Earn Continuing Education Credits

Get Your CE Credits

ABA's Professional Certifications are federally registered with the United States Patent & Trademark Office.

Keep Me Informed

Get information on upcoming webinars, deadlines, and other developments for Certification.

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