Certification: Certified Trust and Fiduciary Advisor (CTFA)

120 Connecticut Avenue, NW, Washington, DC 20036

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.
More information about this certification

More than two years of education or training after high school required?
Yes
More than two years of work experience required?
Yes
Oral or Written Exam Required?
Yes
Renewal Required?
Every 3 Year(s)
Renew through Continuing Educational Units(CEU)?
Yes
Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)?
No

Advanced

The certification has an education level of an Associates of Arts or Associates of Sciences degree or higher and has a work experience requirement of more than 2 years, or requires obtaining a ‘core’ level certification from the same organization.