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ABA: The American Bankers Association
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Differentiate yourself by earning your Certified Trust and Fiduciary Advisor designation. The CTFA demonstrates your expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.

ABA offers several training options to build your skills and prepare for the CTFA exam. Learn more about these options, and find the one that best fits your experience level.

  • Certificates

  • Schools

  • Exam Prep

  • Reference Guide

  • Other Options

Schools

ABA Wealth and Trust Schools

Younger generations of clients are looking for expert help in planning their financial futures. Are you ready to address their unique needs? Invest in training from ABA Wealth and Trust Schools to build expertise and sharpen your competitive edge.

Levels 1 and 2 have been redesigned to include all content covered for the Certified Trust and Fiduciary Advisor (CTFA) designation. The advanced school has been reengineered to include lectures and applicable case studies to strengthen your expertise and provide continuing educations credits.

Explore the Schools

Exam Prep

CTFA Exam Online Prep

An interactive, user-friendly online course that allows students to study at their own pace, with access to resources and practice tests modeled after an actual exam.

Take the Course

Reference Guide

Reference Guides to Wealth Management and Trust

The 4-series reference guides, updated annually, are comprehensive resources for today's wealth advisor, including expanded topics to meet diverse client expectations, with two entire volumes focused on integrated planning and advice. 

View the Guides

Other Options

Non-ABA Options

*This is not an endorsement of the program or its sponsor.

Additional Resources

Already a CTFA?

Here are some CE credit-earning options to help maintain your certification:

Keep Me Informed

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