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ABA: The American Bankers Association

Certified Trust and Fiduciary Advisor (CTFA)

Change Your Exam Window

Testing Options: ABA offers approved candidates the option of testing at Meazure Learning's U.S. test sites or via their live remote proctoring (LRP) system, the ProctorU Proctoring Platform. LRP allows candidates who meet the technical requirements to take the exam at their home or other private location with a live, remote proctor.

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: October 1 - 31, 2025

Apply By: August 1, 2025
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.

Maintain CTFA

Earn Continuing Education Credits

Get Your CE Credits

Proud to Be Certified

"Having my CTFA has helped me gain so much knowledge and confidence within myself."

"I strongly support obtaining and maintaining the CTFA designation for trust and wealth management professionals. It is the "gold standard" in our industry."

"The experience of studying for the CTFA was gratifying and rewarding. I feel a sense of accomplishment when I add the CTFA to my emails and business cards when networking and meeting with my business partners."

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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