Certified Trust & Financial Advisor
Education · Vermont, United States · 11-50 Employees
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About Certified Trust & Financial Advisor
The Institute of Certified Bankers (ICB) offers the Certified Trust Financial Advisor (CTFA) designation for advisors with expertise in estate planning and trusts. Designees must have a minimum of three years experience in personal trusts and complete an ICB trust training program, or have five years experience in personal trusts and a bachelor's degree, or ten years experience in personal trusts. They must also adhere to a professional code of ethics, pass an examination, and complete 45 hours of continuing education every 3 years.Explore more
Popular SearchesCertified Trust & Financial AdvisorSIC Code 82,829NAICS Code 61,611Show more
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Certified Trust & Financi...
$5.4M
11-50
Private
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The Institute of Certified Bankers (ICB) offers the Certified Trust Financial Advisor (CTFA) designation for advisors with expertise in estate planning and trusts. Designees must have a minimum of three years experience in personal trusts and complete an ICB trust training program, or have five years experience in personal trusts and a bachelor's d... Read More
