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AIB
Overview AIB
Online AIB
Online Schedule ABA
eLearning
AIB Diplomas
ABA ONLINE REVIEW COURSE FOR
THE CTFA EXAMINATION
Course Description: Candidates who are planning on earning the
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 four-volume ABA Wealth
Advisory and Personal
Trust Resource Series (WAPTS).
Delivery Method: Instructor-led
online course - AIB
Online Overview
Course
Start Dates Enroll
Online
Print
Registration Form
Please note that this
course is updated at the beginning of each calendar year.
| Price |
$795 NYBA or ABA Members; $1125 Non-Members with textbook
$325 NYBA or ABA Members; $425 Non-Members without textbook
$7.50 shipping/handling fee
is added to AIB Online Courses with textbooks. |
| Length |
8-12 Weeks |
| Course Credits |
None |
| Prerequisites |
None |
| Required Software |
Adobe Acrobat Reader;
Microsoft Internet Explorer Browser 7.0 or Mozilla Firefox 2.0
or higher |
| Textbook |
ABA Wealth Advisory and Personal Trust Series,
ABA, 2011 |
The study quizzes from the WAPTS are
used in the online course computer-graded quizzes to provide instant
feedback. Participants are encouraged to take the Pre-test for
each of the exam sections first to identify the areas where they should
concentrate their study. After studying the various sections of the
study guides, participants can take the review tests from each section.
Access to all lessons and quizzes on the online course site is available
for the duration of the course and until the date of the Individually
Proctored Exam. As a capstone to the course, learners may take a sample exam modeled after the CTFA exam
(which is not available in the WAPTS).
There is a discussion board for each section of the
course with forums organized according to subject matter. In the
discussion board, participants can post questions as well as share
insights and review and discuss other student's questions and comments.
Students also have the ability to Instant Message each other
This is a self-paced online course
that begins prior to the Spring and Fall Individually Proctored CTFA
exams.
Audience:
This course is designed for those preparing for the
Certified Trust and
Financial Advisor (CTFA) Exam. The
Certified Trust and Financial Advisor© (CTFA)
is applicable to
financial services professionals 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 the
following areas: Fiduciary Law and Trust Activities; Tax Law
and Tax Planning; Investment Management; Financial Planning.
Click here for a list
of covered topics.
Note: The four-volume
series of workbooks will be provided to participants and the cost is
included in the price of the course (with textbook). Those who
already own the current series may purchase the online course
independently using the "without textbook" option.
Questions: Call NYBA
Professional Development at 212-297-1679 or
elegg@nyba.com.
The New York Bankers
Association is a Local ABA Training Provider.
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