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注册信用和金融咨询师(CTFA)

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
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
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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