Certified Trust and Financial Advisor ( CTFA ) Practice Test

Certified Trust and Financial Advisor ( CTFA ) Practice Test

The CTFA certification demonstrates your expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.

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 work experience requirements in the financial industry and pass a rigorous examination.

• CTFAs must also complete regular continuing education (CE) requirements.

Certified Trust and Fiduciary Advisor (CTFA) Exam

Applicants must pay $750 to take the exam or $450 for retakes.3

The exam has a maximum duration of four hours and consists of 200 multiple-choice questions. Areas of knowledge tested include fiduciary and trust activities, financial planning, taxation law and planning, investment management, and ethics. The exam also tests applicants' ability to apply their knowledge to practical examples. Applicants will be provided a calculator for the exam.

Practice Test to help you prepare for your exam.

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What you will learn

• training and knowledge in taxes
• investments
• financial planning

Rating: 0

Level: Intermediate Level

Duration: 300 questions

Instructor: Anthony Aldaccache