The Art of Financial Planning: Insights from Certified Trust and Financial Advisors
Reported by CTFA exam | July 25th, 2023 @ 06:58 AM
CFTA Conditions
ExamLabsDumps What Is a Certified Trust and Financial Advisor(
CTFA)?
The ABA requires CFTA aspirants to have at least three times of
wealth operation experience. Qualifying wealth operation experience
includes giving advice on trusts, estates, withdrawal accounts and
analogous matters.
aspirants with three to five times of experience must also complete
a wealth operation training program. There are four program options
available. Those with at least five times of experience don
’t need to complete a wealth operation training program but
must have a bachelorette’s degree. aspirants with 10 times or
further of wealth operation experience don ’t need moreover a
wealth operation training program or a bachelorette’s degree
to earn the CTFA instrument.
Assuming the banker has the required experience or combination of
experience and education, he or she can take the CFTA test. To
maintain their instrument, CTFAs must complete 45 continuing
education credits every three times and uphold the
instrument’s law of ethics. They also have to pay an periodic
figure of$ 275 to the ABA to renew the instrument.
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