Candidates who are planning on earning the prestigious Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers will find this course an additional resource and convenient way to review for the exam. It is designed as a companion study tool to the four-volume ABA Wealth and Advisory Personal Trust Series (WAPTS).

The study quizzes from the WAPTS are used in the online course computer-graded quizzes to provide instant feedback. Participants are encouraged to take the Sample Test for each exam section first to identify the areas where they should concentrate their study. After studying the various sections of the course, participants will be able to take the review questions from each section. Access to all lessons and quizzes at the online course site will be available for the duration of the course. As a capstone to the course, learners may take an sample exam modeled after the CTFA exam (which is not available in the WAPTS).

There will also be a discussion board for each section of the assignments with forums organized according to subject matter. In the board, participants can post questions to a qualified mentor as well as share insights and review and discuss other student's questions and comments.

Audience

This course is designed for those preparing for the Certified Trust and Financial Advisor (CTFA) Exam. The Certified Trust and Financial Advisor© (CTFA) is applicable to financial services professionals whose primary function and expertise focus on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts.

Learning Objectives

At the end of the course, participants should be familiar with the following areas:

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)