Значение слова "CERTIFIED TRUST AND FINANCIAL ADVISOR CTFA" найдено в 1 источнике

CERTIFIED TRUST AND FINANCIAL ADVISOR CTFA

найдено в "Investment dictionary"

A professional credential offered by the American Bankers Association for financial professionals. This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates. The Certified Trust and Financial Advisor mark is appropriate for bankers, brokers, financial planners, tax professionals and trust officers.

To achieve the designation candidates must have a minimum of three years experience in personal trusts along with the completion of an ICB trust training program. Candidates can also have five years experience in personal trusts along with a bachelor's degree or ten years experience in personal trusts. To go along with the prequisites, candidates must also sign a professional code of ethics and successfully pass an examination.


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