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Certified Trust and Financial Advisor

certifying organization info

Institute of Certified Bankers
Certified Trust and Financial Advisor
Institute of Certified Bankers, 1120 Connecticut Avenue, NW, Washington
DC 20036

description

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.

Certified Trust and Financial Advisor Website


details

Work Experience Required? Yes

Oral or Written Exam Required? Yes

Renewal Required? Every 3 Year(s)

Renew through Continuing Educational Units(CEU)? Yes

Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)? No

This certification is related to Career and Technical Education Career Clusters.
Read more about career clusters.