CTFA Exam Online Prep

$1,570.00

SKU: 11001 Category: Tag:

Description

A comprehensive, convenient way to prepare for the CTFA designation. Participants use the Reference Guides to Wealth Management and Trust as their study tool and have access to an interactive online exam prep platform, including video and audio lessons, readings, flashcards, learning games, an integrated online discussion board and practice exams.
Learning Objectives

  • Explain how fiduciary and trust activities are related to basic trust administration
  • Develop an understanding of federal estate and gift taxation, planning for gifts and related tax-planning strategies
  • Describe basic investments management and the economics markets
  • Apply personal financial planning concepts as a tool to enhance client relationships
  • Additional information

    Audience
    Credits

    n/a

    Member Price

    1,570.00

    Non-Member Price

    1,920.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

    0
      0
      Your Cart
      Your cart is emptyReturn to Shop