ABA Online Review Course for the CTFA Examination
Length: This is a self-paced online course. We estimate it requires 8 to 12 weeks to complete.
Audience: This course is designed for those preparing for the Certified Trust and Financial Advisor (CTFA) Exam. The Certified Trust and Financial Advisor 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.
Description: Candidates who are planning on earning the prestigious Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers will find this course an additional resource and convenient way to review for the exam. It is designed as a companion study tool to the four-volume ABA Wealth and Advisory Personal Trust Series (WAPTS). The study quizzes from the WAPTS are used in the online course computer-graded quizzes to provide instant feedback. Participants are encouraged to take the Sample Test for each of the exam sections first to determine where they should concentrate their study. The quizzes may be taken multiple times. As a capstone to the course, learners may take an exam modeled after the CTFA exam (which is not available in the WAPTS). A complete list of subjects covered by the course and WAPTS is included at the end of this document.
There will be a discussion board for each section of the assignments so participants can ask questions from a qualified mentor as well as review and discuss other student's questions and comments.
Since some learners enjoy studying with a partner, participants may self-select another course participant to study with them. Those who wish to participate in this program (Study Buddy Program) will place their names on a designated discussion board and will complete a homepage. After reviewing the class homepages, participants will be able to contact and invite other candidates to be study partners with them.
Objectives: At the end of the course, participants should be familiar with the following areas:
- Fiduciary Law and Trust Activities
- Tax Law
- Investments
- Personal Financial Planning
- Insurance
Text Book: This course uses the ABA Wealth and Advisory Personal Trust Series, published by the American Bankers Association, 2007. The four-volume series of workbooks will be provided to participants and the cost is included in the price of the course. Those who already own the current series may purchase the online course independently.
Prerequisites: None
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.