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ABA Online Review Course for the CTFA Exam with Text
AUDIENCE: This course is designed for those preparing for the Certified Trust and Financial Advisor (CTFA) Exam. The Certified Trust and Financial Advisor (CTFA) is 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.
Candidates who are planning on earning the prestigious Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers will find this course an additional resource and convenient way to review for the exam. It is designed as a companion study tool to the four-volume ABA Wealth and Advisory Personal Trust Series (WAPTS).
The study quizzes from the WAPTS workbooks are used in the online course computer-graded quizzes to provide instant feedback. Participants are encouraged to take the Pre-test for each exam section first to identify the areas where they should concentrate their study. After studying the various sections of the study guides, participants can take the review tests from each section. Access to all lessons and quizzes on the online course site is available for the duration of the course and until the date of the Individually Proctored Exam. As a capstone to the course, learners may take a sample exam modeled after the CTFA exam (which is not available in the WAPTS).
There is a discussion board for each section of the course with forums organized according to subject matter. In the discussion board, participants can post questions as well as share insights and review and discuss other student’s questions and comments. Students also have the ability to Instant Message each other.
This is a self-paced online course that begins prior to the Spring and Fall Individually Proctored CTFA exams.
After successfully completing this course, you should be familiar with the following areas:
• Fiduciary and Trust Activities
• Tax Law and Tax Planning
• Investment Management
• Financial Planning
TEXT: Wealth and Advisory Personal Trust Services, New Edition January 2012
Recommended Instructional Hours: Self-Paced Delivery Methods Available: Online
Date/Time: 5/28/2012-8/19/2012
Subject: None
Format: Webinar