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Certified Trust and Fiduciary Advisor (CTFA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization American Bankers Association
Qualification and Training Requirements
Prerequisites

Candidates must have:

  • 3 years minimum experience in wealth management and completion of an approved wealth management training program, all within the last 7 years;
  • 5 years minimum experience in wealth management within the last 7 years and a bachelor's degree; or
  • 10 or more years of experience in wealth management, with at least 5 of the 10 years occurring within the last 7 years
Designation Training Requirements

Completion of an approved wealth management training program if having less than 5 years of wealth management experience
Designation Exam Type

Multiple-choice, proctored exam, available online and at test sites
Continuing Education Requirements

45 credits every 3 years
Verification and Complaints
Online Designation Resource

None
Investor Complaint Process

None
Published List of Disciplined Designees

None