PASS YOUR CERTIFIED TRUST AND FIDUCIARY ADVISOR (CTFA) EXAM Master fiduciary services and wealth management with 500+ practice questions designed to get you certified on your first attempt. 500+ practice questions 5-minute study sessions Track your progress Remove mastered questions Text-to-speech support Dark mode available WHY GET CERTIFIED? Fiduciary and wealth management professionals earn up to $203K annually (Skillsoft 2024). The CTFA designation from the American Bankers Association is the gold standard credential that sets you apart in trust departments, private banking, and wealth advisory roles. WHAT YOU'LL MASTER: • Fiduciary principles including duty of loyalty, duty of care, and impartiality standards • Prudent Investor Rule with modern portfolio theory and total return strategies • Uniform Trust Code provisions covering trust creation, modification, and termination • Estate planning techniques including revocable trusts, irrevocable trusts, and pour-over wills • Tax planning for estates, gifts, and generation-skipping transfers under current IRC thresholds • Portfolio management with asset allocation, diversification, and rebalancing strategies • Trust administration including account acceptance, annual reviews, and distribution standards • Risk management frameworks for identifying, measuring, and mitigating fiduciary exposure • BSA/AML compliance with CDD, EDD, SAR filing requirements, and beneficial ownership rules • Ethical standards and conflicts of interest including self-dealing prohibitions and disclosure requirements • SECURE 2.0 Act provisions affecting retirement account distributions and beneficiary designations • ERISA fiduciary standards including prohibited transactions, bonding, and plan asset rules • OCC Regulation Part 9 governing fiduciary activities of national banks and federal savings associations • Uniform Fiduciary Income and Principal Act with unitrust conversions and allocation rules • Corporate Transparency Act reporting requirements for beneficial ownership information STUDY ANYWHERE: Coffee breaks. Commutes. Lunch hours. Turn dead time into fiduciary and wealth management expertise. Download now. Pass your exam. Master fiduciary services.
