ctfa certification

Step 1: Understand the CTFA Exam Blueprint

The American Bankers Association (ABA) outlines the ctfa certification content areas and their weightings in the exam blueprint. Familiarize yourself with this document to understand the focus of your studies. The blueprint typically covers topics like:

• Fiduciary Duties and Responsibilities
• Trust Law and Taxation
• Investment Management for Trusts and Estates
• Estate Planning
• Retirement Planning for Trust Beneficiaries
• Trust Administration

By understanding the blueprint, you can allocate study ctfa certification time strategically, ensuring thorough coverage of high-weighted areas.

 

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