Education & Events

ABA CTFA Online Review Course

Date: 
Oct 28, 2019
Program Overview: 

Candidates who plan to earn the prestigious Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers will find this course is a comprehensive and convenient way to prepare. This 12-week course is designed as an instructor-guided companion study tool to the ABA Wealth and Advisory and Personal Trust Series (WAPTS). The course includes nine hours of recorded lectures featuring among others, industry expert Charles D. "Skip" Fox IV, partner, McGuire Woods LLP. This course is updated at the beginning of each calendar year.

Audience: 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.

Topics: 

At the end of the course, participants should be familiar with the following areas:

  • Fiduciary and Trust activities
  • Tax law and tax planning
  • Investments management
  • Financial planning
Location: 

ABA Online course

Fees: 

Member Price:  $1131 with eBook, $1154 w/textbook,  $550 w/o textbook **
Nonmember Price:  $1481 with eBook, $1504 w/textbook, $700 w/o textbook **

** If you already have a copy of the textbook, be sure to register using the "without textbook" option.

Additional Information: 

Textbook: ABA Wealth Advisory and Personal Trust Series, 2017
Prerequisites: None.  
Required Software: Adobe Acrobat Reader
Course Credits: ABA Professional Certifications: 30.0 CTFA

Association Contact: 

Questions? Contact Susan Clark at the IBA at 317/387-9380.

Cancellation Policy: 

There is a full refund for any cancellations or transfers made before the start of the class and upon the return of the textbook to ABA. Refunds will be made (less $100 cancellation fee) if received within 10 business days from the start of course and the return of the textbook if applicable. Please include your packing slip or order number with the return of your textbook. You may request a transfer only once with a fee of $100. There are no refunds for cancellations received more than 10 business days after the start of the class.

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