注册信用和金融咨询师(CTFA) |
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| 证书图片 | |||||||
| 证书名称 | 注册信用和金融咨询师(CTFA) | ||||||
| 证书分类 | 金融 | ||||||
| 颁发机构 | Institute of Certified Banks | ||||||
| 有效期限 | 每3年renew一次 | ||||||
| 报考条件 |
一、学位要求： 1. 最少3年的资产管理经验 2.必须至少完成一个一下ICB的training programs ABA National Trust School and ABA Graduate Trust School (Level 1 & 2), American Bankers Association AIB Personal Trust Diploma and the ABA Online Review Course for the CTFA Examination, American Bankers Association* Cannon Financial Institute Trust Schools Campbell University's Trust & Investment Management Program Southern Trust School 3. 5年资产管理经验和学士学位 4. 或者10年资产管理经验 二、一封老板的推荐信 |
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| 考试方式 | 选择题200道 | ||||||
| 考试时间 | 4小时 | ||||||
| 考试科目和教材 | ABA Online Review Course for the CTFA Exam, American Bankers Association (ABA) ABA Workshop: Preparing for the CTFA, ABA ABA Wealth Advisory and Personal Trust Series, ABA ABA Trust & Investments magazine, ABA Investment Analysis and Portfolio Manage | ||||||
| 收费标准 |
Examination Fees* Membership Fees** Application and Exam Fee $600 Annual Membership Fee $199 Exam Retake Fee $295 Multiple Certification Discount $350 (2 certs.) Exam Withdrawal Fee $125 |
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| 职业等级 | 国际 | ||||||
| 报名事项 | |||||||
| 证书简介 |
A professional credential offered by the American Bankers Association for financial professionals. This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates. The Certified Trust and Financial Advisor certification is designed to: 1. Establish a recognized standard of knowledge and competence for the trust and wealth advisory field 2. Formally recognize those who meet these standards 3. Provide employers and clients with a tool to identify skilled, knowledgeable professionals 4. Support the benefits of professional continuing education and development People who pursue the following career path are suitable: Wealth managers Investment officers Trust officers Financial planners Trust tax specialists Private bankers Trust administrators |
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| 论坛币 | 20 个 | ||||||
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