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Watch Webinar about CTFA Updates

Why pursue your CTFA designation?

Consider these professional benefits and added value of certification:

Career Enhancement

Differentiate yourself with a credential that sets the standard of professional expertise in the wealth and trust industry. Learn more about the value of certification to you and your institution.

Continuing Education (CE) Database

CTFAs can identify relevant professional development options quickly and easily with the Certification Manager, which highlights programs that have been approved for CE credit.

New CTFA Referral Incentives

Refer one person who applies for a certification exam in a given calendar year, and ABA will waive your certification renewal fee for the next calendar year, up to $275. Please use the Referral Form.

CTFA Discount

CTFAs receive special pricing for registration to the Wealth Management & Trust Conference.


CTFA Advisory Board

ABA works with industry leaders to maintain and advance the CTFA credential.

  • Franckline Casimir-Benoit, CTFA (Chair), Managing Director and Trust Counsel, Fiduciary Trust Co. Intl
  • Lynn Carleton, CTFA, CSNP, AEP, Vice President and Trust Officer, Tompkins Financial Advisors
  • George Cotto, CTFA, President & CEO, Hudson Family Office
  • William S. Crews III, CTFA, Senior Vice President, Director of Privately Held Investments, Truist Bank
  • Dan Doering, CTFA, PWM Private Wealth Advisor, U.S. Bank
  • Andrew Kafka, JD, CTFA, Vice President & Senior Trust Officer, Union Bank & Trust
  • Teresa Ridge, CTFA, Senior Vice President & Strategy Consultant, Wells Fargo Bank
  • Richard Robinson, CTFA, Consultant
  • Karyn Salman, CTFA, Senior Vice President, Senior Trust Officer, Bank of America Private Bank

Keep Me Informed

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