ABA Online Review Course for the CTFA Exam



Description: Candidates who are planning on earning the prestigious Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers will find this course an additional resource and convenient way to review for the exam. It is designed as a companion study tool to the five-volume ABA Personal Trust Resource Series (PTRS). The study quizzes from the PTRS are used in the online course computer-graded quizzes to provide instant feedback. Participants are encouraged to take the Sample Test for each of the exam sections first to determine where they should concentrate their study. The quizzes may be taken multiple times. As a capstone to the course, learners may take an exam modeled after the CTFA exam.

Audience: Financial services professionals preparing for the CTFA Exam, whose primary function and expertise focus on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts.



Learning Objectives: At the end of the course, participants should be familiar with all of the federal laws and regulations in the following areas:

  • Deposit lending
  • Information reporting
  • Bank operations
  • Safety and soundness
  • Social responsibility
  • Setting up a compliance program

AIB Credit: 0
ACE Credit:


12 weeks

* $15.00 shipping fee for materials will be added.


Catalog Number Start Date End Date
3007989 01/28/2013 04/21/2013
3008058 05/28/2013 08/18/2013