Certified Trust Financial Advisor (CTFA)
- Product Code: ctfa
- Exam Questions: 259
- Vendor: aba
$9.99
$12.99- Updated At: Nov 14, 2024
Certified Trust Financial Advisor (CTFA)
The Certified Trust Financial Advisor (CTFA) certification is an advanced credential that demonstrates expertise in trust and fiduciary services.
Focus
The Certified Trust Financial Advisor (CTFA) certification focuses on Trust and fiduciary services
Exam Duration
The Certified Trust Financial Advisor (CTFA) exam duration is 150 minutes
Num of Question
The exam contains a total of 150
Exam Fee
The exam fee is $330 (members), $445 (nonmembers).
Exam Validity
The CCRN-Pediatric certification is valid for 3 years.
Prior Certification
- Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU)
Exam Format
The Certified Trust Financial Advisor (CTFA) exam is a Multiple-choice and case studies
Passing Conditions
To pass Certified Trust Financial Advisor (CTFA) exam, applicants must achieve a minimum score of 70% or higher
Who Should Take
This certification is designed for financial intermediaries who work closely with trust and fiduciary products, such as trust officers, wealth management advisors, and financial planners.
- Trust Officer
- Wealth Management Advisor
- Financial Planner
Prerequisites
2 years of experience in trust and fiduciary services
Or can substitute with certifications:
- An advanced degree in finance or a related field
- A professional certification in a related field (e.g., CFP, ChFC, CLU)
Certification Process
- Step 1: Meet the eligibility requirements
- Step 2: Pass the certification exam
- Step 3: Complete continuing education requirements
Domains with Weights
- Trust and Fiduciary Products (30%): Demonstrate knowledge of trust and fiduciary products, including their features, benefits, and risks. (30%)
- Trust and Estate Planning (25%): Demonstrate knowledge of trust and estate planning strategies, including wills, trusts, and probate law. (25%)
- Investment and Asset Management (20%): Demonstrate knowledge of investment and asset management strategies, including investment products, risk management, and portfolio management. (20%)
- Taxation and Accounting (15%): Demonstrate knowledge of taxation and accounting principles, including income taxation, estate and gift taxation, and accounting for trust and fiduciary activities. (15%)
- Professional Conduct and Ethics (10%): Demonstrate knowledge of professional conduct and ethics, including fiduciary duties, confidentiality, and conflicts of interest. (10%)
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