New York Bankers Association

ABA Online Review Course for the CTFA Examination

12-week instructor-led online course

Course Description:  Candidates who plan to earn the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers will find this course a convenient way to review for the exam.  It is designed as an instructor-guided companion study tool to the four-volume ABA Wealth Advisory and Personal Trust Resource Series (WAPTS), and quizzes from the WAPTS are used in the online course. 

Learner Support Includes:

  • Pre-tests to identify areas of concentration
  • Review tests to confirm your understanding
  • A sample exam modeled after the CTFA exam
  • Discussion boards and forums to encourage interaction
  • Access to all resources up to the date of the Individually Proctored Exam

EXTRA – The course is enhanced with 10 hours of recorded webinars featuring industry expert Charles D. (Skip) Fox IV, Partner, McGuire Woods LLP. Each recording will supplement the weekly readings and discussions and provide a unique opportunity to validate your understanding of the content.

Facilitator: Monty Gregor, CLU, CFP and CTFA, is this session’s facilitator.  His accomplishments include authoring ABA’s Trust Basics textbook and the development and delivery of JP Morgan Chase’s in-bank CTFA preparation school.

Please note that this course is updated at the beginning of each calendar year

ABA Online Overview | Course Start Dates | Enroll Online: MemberNon-Member | Print Registration Form

Price $550 NYBA or ABA Members; $700 Non-Members
Text – Wealth Advisory and Personal Trust Series: $575 NYBA or ABA Members; $775 Non-Members for printed or eBook version
A shipping/handling fee applies to textbooks.
Length 12 Weeks
Course Credits ICB: 30 (6 ETH, 6 FID, 6 FP, 6 INV, 6 TAX)
Prerequisites None
Required Software Technical Requirements
Textbook ABA Wealth Advisory and Personal Trust Series, ABA, 2016  (2016 edition will be available February 2016) 

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:  Those who do not already own the most recent edition of the Wealth Advisory and Personal Trust Resource current series may purchase the online course independently using the “without textbook” option.

The New York Bankers Association is a Local ABA Training Provider.

Questions: NYBA Professional Development at (212) 297-1679 or elegg@nyba.com.