Certified Trust and Financial Advisor (CTFA)


An individual who receives this certification through the American Bankers Association for financial professionals. CTFAs can be brokers, bankers, trust officers, financial planners, and tax professionals. Candidates must fulfill all of their prerequisites, pass an exam, and adhere to a professional code of ethics in order to be certified.

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Evan was really excited that he became a certified trust and financial advisor. He was looking forward to helping his clients make sound investments.

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John, a banker for Chase, was recently awarded the title of Certified Trust and Financial Advisor after completing his final exam and becoming certified.

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I am defining the Certified Trust and Financial Advisor as the financial professional people who have passed an exam and have received a certification through American Bankers Association. This includes brokers, bankers, financial planners and tax professionals.

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