ABA Online Review for the CTFA Exam

Date: 6/5/2017 TO 8/25/2017
Time:

Instructor-Led Online Course


Phone:
410-269-5977


Event Description:

Course Length: This is a self-paced online course.  We estimate it requires 12 weeks to complete.

Course Description:
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 Advisory and 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 Format:
This online session is enhanced with 9 hours of recorded webinars featuring, among others, industry expert Charles D. (Skip) Fox IV, partner, McGuire Woods LLP. Each recording will supplement the weekly readings and discussions and provide a unique opportunity to validate your understanding of the content.

Facilitator:
Monty Gregor, CLU, CFP and CTFA is this session’s facilitator. His accomplishments include authoring ABA’s Trust Basics textbook and the development and delivery of JP Morgan Chase’s in-bank CTFA preparation school.

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

Price:
$1154 - Members
$1504 - Non-members


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For general inquiries email us at:  cgentilcore@mdbankers.com
 


           


 
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