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