Certified Trust and Financial Advisor vs. Traditional Financial Planner: What's the Difference?

Posted by CTFA exam on July 25th, 2023

What Is a Certified Trust and Financial Advisor?

The pukka trust and fiscal counsel, or CFTA, instrument is intended for bankers, brokers, fiscal itineraries and duty and trust professionals. The instrument covers several areas, including fiduciary and trust conditioning, fiscal planning, duty law and planning and investment operation.

The American Bankers Association( ABA) awards the CFTA instrument. Certified Trust and Financial Advisor To get the instrument, counsels must retain a certain combination of experience and education, pass a test and subscribe an ethics statement. To keep the instrument, they've to complete continuing education conditions.

The ABA is a public trade association for the banking assiduity headquartered in Washington. The ABA lobbies public officers and controllers, informs the public about banking conditioning, sets assiduity norms and provides education and instrument to its members. In addition to granting the CFTA instrument, the ABA provides instruments in marketing, compliance, Exam Labs Dumps IRAs and withdrawal services.

The ABA requires CFTA aspirants to have at least three times of wealth operation experience. Qualifying wealth operation experience includes giving advice on trusts, estates, withdrawal accounts and analogous matters.

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