CTFACertified Trust and Financial Advisor

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CTFACertified Trust and Financial Advisor

Paladin Peer Group Rating
  • 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.
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