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Product Description Exam Number/Code: CTFA
Exam Number/Code: CTFA
Exam Name: Certified Trust and Financial Advisor
The world of finance provides a great variety of career possibilities and there are a number of financial certifications available to all the candidates.
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Information Regarding CTFA Exam
The Certified Trust and Financial Advisor certification is designed to:
- Establish a recognized standard of knowledge and competence for the trust and wealth advisory field
- Formally recognize those who meet these standards
- Provide employers and clients with a tool to identify skilled, knowledgeable professionals
- Support the benefits of professional continuing education and development
Eligibility requirements
You must meet the following prerequisites to qualify to take the CTFA certification examination:
1. Professional Experience and Education
- A minimum of three (3) years experience in wealth management as well as completion of one of the following ICB-approved wealth management training programs:
- ABA Trust Schools, American Bankers Association
- AIB Personal Trust Diploma, American Bankers Association
- Cannon Financial Institute Trust Schools
- Campbell University's Trust & Investment Management Program
- Southern Trust School
- Five (5) years experience in wealth management and a bachelor's degree, or
- Ten (10) years experience in wealth management
2. Professional Reference
One letter of recommendation is required from your manager attesting to your qualifications for certification, including your wealth management experience and your ethical character.
Wealth management experience is defined as direct experience in the various facets of delivering financial planning and fiduciary services relating to trusts, estates, IRAs and individual asset management accounts. This experience further includes providing administrative, investment management, tax, legal and marketing services. Please note -- experience in employee benefit trust, corporate trust or securities/trust operations does not qualify as wealth management experience.
3. Ethics Statement
Each candidate must sign ICB's Professional Code of Ethics statement. Please note -- you must furnish all pertinent information about any convictions or pleas of nolo contendere on the grounds of fraud, embezzlement, unfair or deceptive practices, securities law violations, misappropriation of property, fraudulent conversations or any civil or administrative action from which you have been previously found liable.
4. Application
You must complete and submit the application. You are required to meet the eligibility requirements at the time that you submit your application.
Maintenance requirements
To maintain your CTFA in good standing, you must adhere to ICB's Professional Code of Ethics, pay an annual fee, and complete 45 credits of continuing education every three years, with a minimum of six hours in each of four knowledge areas. In addition, you are required to complete three continuing education credits in Ethics.
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