ABA CTFA Review Course


Oct 26, 2020

Online Course

Candidates who plan to earn the prestigious Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers will find this course is a comprehensive and convenient way to prepare. This 12-week course is designed as an instructor-guided companion study tool to the ABA Wealth and 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: 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.