Differentiate yourself from the competition. The CTFA certification demonstrates your expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.
Check your eligibility and learn about experience and training requirements.
View RequirementsHow to maintain the CTFA designation, including continuing education credits, renewal fees and code of ethics.
Maintain CTFAMay 2, 2024 | 1 - 2:30 PM ET
June 6, 2024 | 1 - 2:30 PM ET
July 16, 2024 | 2 - 3 PM ET
September 2, 2024
ABA's Professional Certifications are federally registered with the United States Patent & Trademark Office.
Get information on upcoming webinars, deadlines, and other developments for Certification.