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ABA Online Review Course for the CTFA Examination

Dates Offered | Registration (Deadline is one week prior to start date)

Candidates who plan to earn the prestigious Certified Trust and Financial Advisor (CTFA) designation will find this course a convenient way to review for the exam. It is designed as an instructor-guided companion study tool to the ABA Wealth and Advisory Personal Trust Series (WAPTS) and quizzes from the WAPTS are used in the online course.

Learner Support Includes:

  • Pre-tests to identify areas of concentration
  • Review tests to confirm your understanding
  • A sample exam modeled after the CTFA exam
  • Discussion boards and forums to encourage interaction
  • Access to all resources up to the date of the Individually Proctored Exam. 

NEW - The May 2012 session will be enhanced with interactive webinars featuring lecture and Q&A led by industry expert Skip Fox, who will cover the tax and fiduciary topics. These provide a unique opportunity to validate your understanding of the content and ask questions.  Students who are unable to participate in the live session, or want an additional review, can watch the recordings at their convenience.

Please note that this course is updated at the beginning of each calendar year.

Price* $1125 Nonmembers / $795 Members (with textbook)
$425 Nonmembers / $325 Members (without textbook**)
Course Length 12 weeks
Course Credits None
Prerequisites None
Required Software Microsoft Internet Explorer Browser 7.0 or Mozilla Firefox 2.0 or higher
Textbook** Wealth and Advisory Personal Trust Series, 2012, ABA

Audience

This course is designed for those preparing for the Certified Trust and Financial Advisor (CTFA) Exam. The Certified Trust and Financial AdvisorŠ (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.

Learning Objectives

At the end of the course, participants should be familiar with the following areas:

  • Fiduciary and Trust Activities
  • Tax Law and Tax Planning
  • Investments Management
  • Financial Planning

Click here for list of covered topics


* Registration for one or more courses that include accompanying textbooks will also incur a shipping & handling fee.

** The four-volume series of workbooks will be provided to participants and the cost is included in the price of the course. Those who already own the current series may purchase the online course independently using the "without textbook" option.


Questions? Please contact online@aba.com or 1-800-BANKERS for more information.