How to Choose the Right Study Group for CTFA Certification

Qualifying Your Wealth Management Experience

The ABA defines qualifying wealth management experience as providing guidance to clients on matters like trusts, estates, retirement accounts, and ctfa certification asset management. This experience can be gained through various roles within the financial services industry, including:

• Trust Officer

• Wealth Advisor

• Estate Planning Specialist

• Financial Planner

• Investment Advisor Representative (IAR)

• Private Banker

If your current role doesn't directly involve trust and estate planning, consider seeking opportunities within your ctfa certification organization that allow you to gain relevant experience. Volunteer for projects involving trust administration or shadow senior advisors dealing with trust-related matters.

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