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To earn the Certified Trust and Financial Advisor (CTFA) designation, candidates must:

  • Meet the eligibility requirements;
  • Submit completed application and fees for desired exam date;
  • Pass the CTFA examination.

Requirements

You must meet the following eligibility requirements by the time that you take the exam. ABA will accept your application with education/training that is scheduled to be completed by your exam date.

ABA certifications are based on U.S. laws and regulations and are therefore not offered outside the U.S.

Experience Tiers

Ten (10) or more years experience in wealth management

OR

Five (5) years minimum experience in wealth management AND a bachelor's degree

OR

Three (3) years minimum experience in wealth management AND completion of ONE of the following wealth management training programs:

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

Professional Experience

Wealth Management experience is defined as client interaction, whether direct or indirect, in the furtherance of delivering fiduciary services relating to trusts, estates, IRAs, qualified retirement plans, custody and individual asset management accounts. This experience may also include providing specialty services and solutions in one or more administrative, investment management, tax, legal, financial, and estate planning services and solutions. It is recognized that these services can be delivered in an integrated or specialty-focused manner. Please note that experience in employee benefit trust, corporate trust or securities/trust operations, and regulatory compliance does not qualify as wealth management experience.

Ethics Statement

Each candidate must sign ABA Professional Certifications' Code of Ethics statement. Please note: you must furnish all pertinent information about any convictions or pleas of nolo contendere on the grounds of fraud, embezzlement, unfair or deceptive practices, securities law violations, misappropriation of property, fraudulent conversations or any civil or administrative action from which you have been previously found liable.

Keep Me Informed

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