Description
There’s now a comprehensive and convenient way for financial services professionals to prepare for the Certified Trust and Fiduciary Advisor (CTFA) exam.
You’ll prepare for the CTFA with our interactive online exam prep platform, which includes video and audio lessons, readings, flashcards, learning games, an integrated online discussion board and practice exams. All lessons can be completed at your own pace. The Reference Guides to Wealth Management and Trust is a recommended supplement for exam preparation and can be purchased separately.
What You’ll Learn
After completing this course, students will be able to:
- Explain how fiduciary and trust activities are related to basic trust administration
- Understand 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
