CTFACertified Trust and Financial Advisor
- Credentials (Letters): CTFA
- Credentials (Full Name): Certified Trust and Financial Advisor
- Type of Knowledge: Investment
- Sponsor for Credential: ABA Institute of Certified Bankers
- Sponsor/Credential Website: https://www.aba.com/Pages/default.aspx
Program Information
- Prerequisites: 3 years experience plus ICB training, or 5 years experience and undergraduate degree, or 10 years of experience
- Curriculum: Study materials listed on site
- Type of Study: Self study
- Estimated Completion Time: Unknown
- Examination Requirements: Proctored
- Continuing Education Requirements: 45 hours every 3 years
Investor Functions
- Advisor Look-Up: None
- Investor Education: None
- Telephone: 800-226-5377
- Email: Via website
- Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.