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Core Topics to Focus On

Fiduciary and Trust Activities

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

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

Financial Planning

Here’s where ctfa certification 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 areas ctfa certification include:

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

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