(CTFA) Practice Exam: Certified Trust and Financial Advisor

Career Enhancement

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

Continuing Education (CE) Database

CTFAs can identify relevant professional development options quickly and easily with the Certification Manager, which highlights programs that have been approved for CE credit.

The Certified Trust and Fiduciary Advisor (CTFA) is one of several professional designations offered by the American Bankers Association (ABA).

The CTFA designation is intended to assess and certify a financial professional's knowledge and ability in the field of trusts and financial advice, broadly construed.

Applicants must meet minimum financial experience requirements and pass a rigorous examination.

CTFA must also meet regular Continuing Education (CE) requirements.

Certified Trust and Fiduciary Adviser (CTFA) Exam

Applicants must pay $750 to take the exam and $450 to retake the exam. Tested knowledge areas include fiduciary and fiduciary activities, financial planning, tax law and planning, investment management and ethics.

The exam also tests the applicant's ability to apply knowledge through real-world examples. Applicants are provided with a calculator to take the test.