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Certified Tax Advisor (CTA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization The Financial Education Partnership
Qualification and Training Requirements
  • 5 years experience in tax industry
  • Maintain good standing with all regulatory bodies
Designation Training Requirements

CTA course (18 hours)

Designation Exam Type

In-person, proctored, closed-book, written exam

Continuing Education Requirements

12 hours every 2 years, online or in-person

Verification and Complaints
Online Designation Resource

12 hours every 2 years, online or in-person

Investor Complaint Process

Submit complaints by phone at 301-718-0030

Published List of Disciplined Designees

Available at List of Disciplined Designees