Certified Trust and Financial Advisor (CTFA)

Yes. Questions can be marked and returned at a later point in the exam if time permits. Be sure to answer all questions, as only answered questions are scored.  

Yes. Questions can be marked for review and an answer can be changed, provided that time permits.

The CTFA exam allows 4 hours for completing.

The CTFA exam is scored on a “Pass/Fail” system using a predetermined cut-off score based on an advisory board analysis of the degree of difficulty for each question. Exams are scored based on your personal performance and are not graded on a curve.

Yes our experts frequently blog about the tips and tricks for exam preparation.

Yes we offer nearly 50% discount for the order more than 10 products at a time. You can reach the Skilr Helpdesk for more details. The member of support staff will respond as soon as possible.

Yes, we offer a 100% unconditional money back guarantee. In case you are not able to clear the exam for then you can request for the full refund. Please note that we only refund the cost of product purchased from Skilr and not the Exam cost.

These are a collection of comprehensive study resources for the candidates seeking to become a Certified Trust and Financial Advisor. 

• Online CTFA Exam Prep guide by ABA
• Join Online Forums
• Solve Enough Practice Exam

CTFA Exam Study Guide

Yes, Skilr offers email support for any certification related query while you are preparing for the exam using our practice exams. Your query will be handled by experts in due course.

The Certified Trust and Financial Advisor [CTFA] certification will showcase that you have the skills, and knowledge to stay current in the financial advisor field.

• Asset retention strategies
• Developing relationships with internal/external partners or professionals
• Strategies to encourage referrals

Once purchased, the practice exams can be access for the lifetime.

Certified Trust and Financial Advisor (CTFA) Online Tutorial provides - 

• Study guides by ABA
• Online classes and instructor-led training
• Create your own strategy
• Practice Papers

Prepare for the Certified Trust and Financial Advisor (CTFA) Interview Questions and Answers

• Trust and financial advisor or in the financial services industry
• Personal achievements with the investment strategies or financial planning
• Analyzing information and providing reasonable, and  sound advice
• Ability to maintain and continue important ties with the clients

An instant pass/fail outcome is provided for most computer-based exams at testing sites. Official score results are delivered via email within 6 weeks after the close of the exam window.

Yes Skilr offers free practice tests for Exam which can be used before the final purchase for complete test.

Candidates are required to bring one (1) form of valid (non-expired), signature-bearing, photo identification to the test site.  Additionally, for Scantron Test Sites, candidates must bring a copy of their Confirmation Notice which is emailed to them at the time of registration for CTFA.

ABA exam are computer based exam so an instant pass/fail outcome is provided. And, the official score results are delivered via email within 6 weeks after the close of the exam window.

You can apply for an exam at Scantron Test Site. Once approved by ABA Professional Certifications, you will receive registration information via email from Scantron. The email will contain your unique login id and password which will help you register at your preferred test site on the day and time of your choosing.

ABA promotes industry excellence and continuous career development for bankers through a wide range of job-specific professional certifications. These certifications are developed by experts in the financial services industry and are acknowledged industry-wide as the symbol of excellence in banking skills and knowledge.

For this certification candidates must have:

• Ten or more years of experience in wealth management (OR)
• Minimum five years of experience in wealth management and a bachelor's degree (OR)
• Three years minimum experience in wealth management and completion of ONE of the following wealth management training programs.

No. All exams will be computer-based and offered at Scantron Test Sites.

You will get maximum 4 hours to complete the exam.

The CTFA exam consists of 200 questions.

The topics covered in this exam include: • Fiduciary & Trust Activities (25%) • Financial Planning (25%) • Tax Law & Planning (25%) • Investment Management (20%) • Ethics (5%)

In this exam there will be 200 multiple choice questions.

To retake the exam, you must have to wait a minimum of 90 days before the next scheduled exam date. You can give the exam as many times as you want, there is no limit. And, you must pass the exam within a 3 year period from the date of your first exam attempt or a new application and full fee is required.

No. The computer-based exams are only offered at Scantron Test Sites during the defined date range noted on the exam schedule.

To maintain CTFA you must have 45 CE credits every three (3) years, annual renewal fee and adherence to the Professional Code of Ethics.

Certified Trust and Financial Advisor (CTFA) is offered by the American Bankers Association (ABA), which provides training and knowledge in taxes, investments, financial planning, trusts, and estates. This certification exam will demonstrate candidate skills and abilities in the trust and financial advisor field.

For all the ABA Professional Certification exams the score is on a scale ranging from 200 to 800, with the passing score set at 500.

Computer-based testing gives candidates advantages in scheduling and option of taking the exam any day and time during a 30-day testing window that best fits your schedule, subject to availability.

Yes, all the U.S. testing centers are fully accessible and compliant with the Americans with Disabilities Act (ADA). So, you must submit your request for reasonable accommodations, along with supporting documentation with your exam application.