This is a self-paced online course. We estimate it requires 12 weeks to complete.
Candidates who plan to earn the prestigious Certified Trust and Financial Advisor (CTFA) designation will find this course a convenient way to review for the exam. It is designed as an instructor-guided companion study tool to the ABA Wealth Advisory and Personal Trust Series (WAPTS) and quizzes from the WAPTS are used in the online course.
Learner Support Includes:
- Pre-tests to identify areas of concentration
- Review tests to confirm your understanding
- A sample exam modeled after the CTFA exam
- Discussion boards and forums to encourage interaction
- Access to all resources up to the date of the Individually Proctored Exam.
This online session is enhanced with 9 hours of recorded webinars featuring, among others, industry expert Charles D. (Skip) Fox IV, partner, McGuire Woods LLP. Each recording will supplement the weekly readings and discussions and provide a unique opportunity to validate your understanding of the content.
Monty Gregor, CLU, CFP and CTFA is this session’s facilitator. His accomplishments include authoring ABA’s Trust Basics textbook and the development and delivery of JP Morgan Chase’s in-bank CTFA preparation school.
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.
$1154 - Members
$1504 - Non-members