Institute of Certified Bankers
Certified Trust and Financial Advisor
Institute of Certified Bankers, 1120 Connecticut Avenue, NW, Washington DC 20036
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.
Work Experience Required? YesOral or Written Exam Required? Yes Renewal Required? Every 3 Year(s) Renew through Continuing Educational Units(CEU)? YesDoes 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.