Certified Trust and Financial Advisor (CTFA)

Searching for CTFA training? also you've come to the right place!

Bank Training Center offers CTFA training and instrument information for those individualities interested in earning the prestigious Certified Trust and Financial Advisor instrument.

The Certified Trust and Financial Advisor( Certified Trust and Financial Advisor) instrument is the undisputed professional credential for fiscal services professionals whose primary function and moxie focus on the provision of fiduciary services related to trusts, estates, wards and individual asset operation accounts.

The CTFA designation signifies that an individual working in this field has attained comprehensive training in the following professional knowledge areas Fiduciary & and Trust Conditioning, Exam Labs Dumps Financial Planning, Tax Law & Planning, Investment Management, Ethics.


Campaigners must pass an examination that covers the knowledge areas below

  1. Fiduciary & and Trust Conditioning( 25 of the test)
  • Nature and Characteristics of Account Relationship
  • Formal essentials of Establishing Account
  • Fiduciary liabilities
  • Investment liabilities
  • Bills and Payments
  • Account and Compensation
  • revision or Termination of the Trust
  • Regulatory/ Compliance
  1. Financial Planning( 25 of the test)
  • Personal Finance
  • Retirement
  • Insurance
  • Asset Transfer
  • Financial Investment
  1. Tax Law & Planning( 25 of the test)
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