How to Get CTFA Certification Without a Finance Background

Core Topics to Focus On

Fiduciary and Trust Activities

This section covers the management and administration of trusts. Focus on:

  • Duties and ctfa certification responsibilities of fiduciaries.
  • Types of trusts and their applications.
  • Investment management principles for trusts.

Financial Planning

Here’s where your knowledge of personal finance planning comes into play. Study:

  • Retirement planning strategies.
  • Estate planning essentials.
  • Risk management techniques.

Tax Law and Planning

Understanding tax regulations is crucial. Key ctfa certification areas include:

  • Federal income taxation.
  • Estate and gift taxes.
  • Tax implications of different fiduciary activities.

Click Here For More Info>>>>>>> https://dumpsarena.com/aba-dumps/ctfa/

‍

Learn more