CTFA Online Review Course
Course Number: 3011542
A comprehensive, convenient way to prepare for the Certified Trust and Financial Advisor (CFTA) designation from the Institute of Certified Bankers. Participants use the Wealthy Advisory and Personal Trust Series (WAPTS) as their study tool and have access to 10 hours of recorded lectures by industry experts.
– Explain how fiduciary and trust activities are related to basic trust administration
– Develop an understanding of federal estate and gift taxation, planning for gifts and related tax-planning strategies
– Describe basic investments management and the economics markets
– Apply personal financial planning concepts as a tool to enhance client relationships
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.