Certified Trust And Financial Advisor - CTFA

AAA

DEFINITION of 'Certified Trust And Financial Advisor - CTFA'

A professional credential offered by the American Bankers Association for financial professionals. This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates. The Certified Trust and Financial Advisor mark is appropriate for bankers, brokers, financial planners, tax professionals and trust officers.

INVESTOPEDIA EXPLAINS 'Certified Trust And Financial Advisor - CTFA'

To achieve the designation candidates must have a minimum of three years experience in personal trusts along with the completion of an ICB trust training program. Candidates can also have five years experience in personal trusts along with a bachelor's degree or ten years experience in personal trusts. To go along with the prequisites, candidates must also sign a professional code of ethics and successfully pass an examination.

RELATED TERMS
  1. Certificate in Investment Performance ...

    A certificate which signifies competency in the area of evaluating ...
  2. Certified Financial Planner - CFP

    The CFP legal team has provided its official definition, along ...
  3. Financial Planner

    A qualified investment professional who helps individuals and ...
  4. Investment Advisor

    As defined by the Investment Advisors Act of 1940, any person ...
  5. Retirement Planner

    A practicing professional who helps individuals prepare a retirement ...
  6. American Bankers Association - ...

    The American Bankers Association (ABA) is the largest banking ...
Related Articles
  1. Find The Right Financial Advisor
    Budgeting

    Find The Right Financial Advisor

  2. CFP, CLU Or ChFC - Which Is Best?
    Professionals

    CFP, CLU Or ChFC - Which Is Best?

  3. A Look At CFA Job Opportunities
    Entrepreneurship

    A Look At CFA Job Opportunities

  4. CPA, CFA Or CFP® - Pick Your Abbreviation ...
    Professionals

    CPA, CFA Or CFP® - Pick Your Abbreviation ...

comments powered by Disqus
Hot Definitions
  1. Debit Spread

    Two options with different market prices that an investor trades on the same underlying security. The higher priced option ...
  2. Odious Debt

    Money borrowed by one country from another country and then misappropriated by national rulers. A nation's debt becomes odious ...
  3. Takeover

    A corporate action where an acquiring company makes a bid for an acquiree. If the target company is publicly traded, the ...
  4. Harvest Strategy

    A strategy in which investment in a particular line of business is reduced or eliminated because the revenue brought in by ...
  5. Stop-Limit Order

    An order placed with a broker that combines the features of stop order with those of a limit order. A stop-limit order will ...
  6. Pareto Principle

    A principle, named after economist Vilfredo Pareto, that specifies an unequal relationship between inputs and outputs. The ...
Trading Center