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Certified Trust and Financial Advisor (CTFA) practice exams

Pass the CTFA certification on the first attempt. 692 questions
Course from Udemy
 39 students enrolled
 en
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 does not qualify as wealth management experience.

Make your mark. Earn your Certified Trust and Financial Advisor (CTFA) designation -- the recognized standard of excellence for trust and financial advisors.

Differentiate yourself with a credential that sets the standard of professional expertise in the wealth and trust industry


*** This course does not content the study material. This course contains 692 questions  ***


Certified Trust and Financial Advisor (CTFA) practice exams
$ 39.99
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