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Certified Trust and Financial Advisor (CTFA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization ABA Institute of Certified Bankers
Qualification and Educational Requirements
Prerequisites Candidate must meet one of the following requirements:
  • Three years of wealth management experience plus ICB-approved training program; or
  • Five years of personal trust experience and a bachelor's degree; or
  • 10 years of personal trust experience.
Education Requirements None
Examination Type Final certification exam
Continuing Education Requirements 45 credits every three years with a minimum of six hours in each of four knowledge areas
Verification and Complaints
Check Designation Status Online None
Investor Complaint Process None
Published List of Disciplined Designees None