Career Details

Certified Trust and Fiduciary Advisor

Description

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.

Certifying Organization

American Bankers Association

Details

If significant education or training is needed? Yes
If significant work experience is needed? Yes
Is an exam required? Yes
How many years until certification must be renewed? 3 year(s)
Certification can be renewed with Continuing Education Units? Yes
Certification can be renewed with re-examination? Unknown
Certification can be renewed with Continuing Professional Development? Unknown
Certification can be renewed in multiple ways? No

Certificates

Certifying Organization

Certified Financial Planner Board of Standards, Inc.

Type

B - Advanced

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certifying Organization

Institute of Business & Finance

Type

C - Specialty

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