Testing Update: ABA and Meazure Learning (formerly Scantron) are offering candidates the option of testing via live remote proctoring (LRP). This allows candidates to take the exam at their home or other location with a live, remote proctor.
Important Note: With the Meazure Learning acquisition of Scantron, candidates may see communications from Scantron, Meazure Learning, and ProctorU during this transition period. However, this is one organization.
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.
Check your eligibility and learn about experience and training requirements.
View Requirements
How to maintain the CTFA designation, including continuing education credits, renewal fees and code of ethics.
Maintain CTFAFebruary 2, 2023 | 1 - 2:30 PM ET
February 16, 2023 | 2 - 3 PM ET
February 20, 2023
February 27, 2023
ABA's Professional Certifications are federally registered with the United States Patent & Trademark Office.
Get information on upcoming webinars, deadlines, and other developments for Certification.
