CTFA Online Review Course


Description: Candidates who plan to earn the prestigious Certified Trust and Financial Advisor (CTFA) designation will find this course a convenient way to prepare for the exam. It is designed as a facilitated companion tool to the ABA Wealth Advisory and Personal Trust Series (WAPTS).The course includes nine hours of recorded lectures featuring, among others, industry expert Charles D. (Skip) Fox IV, partner, McGuire Woods LLP. This course is updated at the beginning of each calendar year.

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.

Learning Objectives: At the end of the course, participants should be familiar with all of the federal laws and regulations in the following areas:

  • Fiduciary and Trust Activities
  • Tax Law and Tax Planning
  • Investments Management
  • Financial Planning

Learner Support Includes:

  • Pre-tests to identify areas of concentration
  • Review tests to confirm your understanding
  • Nine hours of recorded lectures
  • A sample exam modeled after the CTFA certification exam
  • Interactive discussion boards  where you can ask questions of the course facilitator and other students
  • Access to all resources up to the next date of the Exam

ICB Credit: 30

12 weeks / 30 hours
Member: $550
Non-Member: $700

Locator Number Start Date End Date
27145 – CTFASpring2017 02/06/2017 04/28/2017
27492 – CTFASummer2017 06/05/2017 08/25/2017

Wealth Advisory and Personal Trust Series, 2016 – Printed Books: Member: $604 / Non-Member: $804
Wealth Advisory and Personal Trust Series, 2016 – eBook: Member: $580 / Non-Member: $780