Certificación: Certified Trust and Fiduciary Advisor (CTFA)
120 Connecticut Avenue, NW, Washington, DC 20036
Applicable to 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.
- More than two years of education or training after high school required?
- Yes
- More than two years of work experience required?
- Yes
- Oral or Written Exam Required?
- Yes
- Renewal Required?
- Every 3 Year(s)
- Renew through Continuing Educational Units(CEU)?
- Yes
- Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)?
- No
Avanzada
La certificación tiene un nivel de educación de los asociados de las artes o asociados de Ciencias de grado o superior y tiene un requisito de experiencia laboral de más de 2 años, o requiere la obtención de un "núcleo" de la certificación de nivel de la misma organización.