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Exam Number : CTFA
Exam Name : Certified Trust and Financial Advisor (CTFA)
Vendor Name : Financial
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The knowledge areas below are the basis for the Certified Trust and Financial Advisor (CTFA) examination. These knowledge areas were derived from a job analysis study and were validated by the CTFA Advisory Board. Postcertification programs that address these knowledge areas are eligible for CTFA continuing education credits through the American Bankers Association.

I. Fiduciary & Trust Activities (25%)
A. Nature and Characteristics of Account Relationship
1. Trusts
2. Estates
3. Guardianships/ Conservatorships
4. Custodians
5. Financial and Health Care Powers of Attorney
6. Agencies
B. Formal Requisites of Establishing Account
1. Written Agreements or Documents
2. Trust Situs
3. Acceptance of Fiduciary Appointment
4. Disclaiming of Interest
C. Fiduciary Responsibilities
1. Powers
2. Duties
3. Uniform Acts/Codes
4. Safekeeping of Assets
5. Environmental Issues
D. Investment Responsibilities
1. Investment Powers
2. Investment Types & Restrictions
3. Sale/Retention by Bank of Its Own Holding Company Securities
4. Prudent Investor
E. Receipts, Payments and Distributions
1. Duty in Making Payments or Distributions
2. Uniform Principal & Income Act
F. Accounting and Compensation
1. Duty to Keep Records
2. Duty to Furnish Information
to Beneficiaries
3. Duty to Render Court Accountings
4. Fiduciary Compensation
G. Alteration or Termination of the Trust
1. Power to Change Terms
2. Power to Revoke or Terminate
H. Regulatory/Compliance
1. Due Diligence
2. Know Your Customer
3. Privacy Issues
4. Bank Secrecy Act
5. OCC Regulation 9
6. Securities Laws
II. Financial Planning (25%)
A. Personal Finance
1. Time Value of Money Principles
2. Statement of Assets and Liabilities
3. Cash Flow Management
4. Debt Management
5. Investment Planning
6. Education Planning
7. Health Care & Disability Planning
B. Retirement
1. Capital Sufficiency
2. Investment Strategies
3. Wealth Accumulation & Distribution
4. Social Security & Other Programs
5. IRAs
6. Qualified and non-Qualified Plans
7. Income Needs & Sources
C. Insurance
1. Life Insurance
2. Long Term Care Insurance
3. Disability
4. Annuities
5. Health Insurance
6. Property/Casualty Insurance
7. Insurance Company, Product, and Intermediary Selection Criteria
D. Transfer Assistance
1. Wealth Transfer During Lifetime
2. The Flow of Property at Death
3. Business Succession Planning
4. Planning Documents
5. Planning Considerations
6. Charitable Giving Strategies
7. Special Needs Planning
E. Financial Modeling
1. Risk Assessment
2. Asset Allocation
III. Tax Law & Planning (25%)
A. Income Tax
1. Individuals
2. Fiduciaries
3. Charitable Trusts, Private Foundations, and Split Interest Trusts
4. Business
B. Transfer Tax
1. Gift Tax
2. Estate Tax
3. Generation-Skipping Transfers (GST)
IV. Investment Management (20%)
A. Economics and Markets
1. Gross Domestic Product
2. Interest Rates
3. Inflation & Employment
4. Government Fiscal Policy
5. Monetary Policy
6. International Influences
7. Market Operations
8. Currency
B. Portfolio Management Theories and Concepts
1. Modern Portfolio Theory
2. Equity Investment Management Approaches
3. Fixed Income Investment Management Approaches
4. Hedging Strategies
5. Risk Management
6. Total Return
C. Types of Investments/Selection & Analysis
1. Equities
2. Fixed Income
3. Convertible Securities
4. Mutual Funds
5. Common Trust Funds
6. Closely-Held Businesses
7. Real Estate & Farms
8. International
9. Nontraditional
10. Master Limited Partnerships
11. Stock Options
12. ETFs
13. Oil, Gas & Minerals
14. Commodities & Precious Metals
D. Client Objectives & Constraints
1. Investment Objectives
2. Risk Tolerance
3. Time Horizons
4. Tax Considerations
5. Current vs Future Objectives 6. Investment Restrictions & Preferences
7. Asset Allocation
E. Performance Measurement
1. Time-Weighted vs. Dollar-Weighted
2. Risk Adjusted
3. Benchmarks & Indicies
V. Ethics (5%)
A. Advisory
1. Unauthorized Practice of Law
2. Conflict of Interest
3. Confidentiality
4. Undue Influence
5. Related Parties
6. Client Competence/Capacity
B. Fiduciary
1. Duty of Loyalty
2. Breach of Trust
3. Trust Officer as Beneficiary
4. Personal Liability
5. Self Dealing
6. Gifts to/from Clients & Vendors
C. Business Development
1. Business Solicitation
2. Compensation Arrangements
D. Investment
1. Insider Information
2. Equal Treatment of Accounts
3. Directed Brokerage
4. Disclosures
5. Prudent Investor Standard
E. Other
1. Relationship with Other Professionals
2. Fraud Prevention

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deserve to build consumer believe? 4 lessons To be taught From monetary institutions | CTFA question bank and test Braindumps

CEO of Mitek, chief in mobile catch & digital identification verification options constructed on the latest developments in AI & computing device gaining knowledge of.


money is very own. And in today’s on-line world, so is their information. Headlines scream about the latest information breach, and a lot of of us have doubtless been notified by means of at least one enterprise that the information they cling about us has been stolen.

Being capable of at ease users' statistics has become a company crucial. To prosper long term, companies that unexpectedly transitioned to on-line commerce in an initial bid to live to tell the tale the pandemic now should show to consumers that they can also be trusted to protect their personal information online.

long before the pandemic began, the financial features sector had invested years into gaining customers’ have faith. I actually have spent years at the forefront of the financial services digital have faith and security evolution, and that i agree with the techniques I’ve realized can support your company relaxed and deepen your shoppers’ level of have faith.

Of course, no market section is best, but universal, many people have faith their banks. in keeping with Accenture's 2019 international economic services purchaser study, “patrons are prone to say that they believe their banks and insurers greater than they did 12 months ago. To preserve this have faith, exceptionally when holding customers’ personal data, suppliers should still demonstrate amazing safety measures whereas supplying value-adding perception and personalized capabilities.”

The identical now holds authentic for all people.

despite the fact, first things first: From my viewpoint, no business today also can try to conduct enterprise online with out a sturdy skilled-degree on-line safety system. The chance to the survival of a enterprise is simply too excellent to skimp when it comes to protection. these days’s online fraudsters are increasingly refined, and they can use chopping-facet applied sciences to create imaginative new hazards that threaten your enterprise and your consumers. be certain your chief chance officer and safety teams have the materials they deserve to examine and set up robust cybersecurity techniques.

upon getting your systems in area, that you can employ tried-and-real concepts that let your valued clientele recognize yours is a web event they can have confidence:

1. Be sincere and clear.

inform your shoppers what you’re doing and why you are asking for his or her records. customary statements equivalent to, “We care about your privateness,” are actually standard. I applaud corporations that go even additional.

accept as true with increasing any initial commentary to clarify in a simple and straightforward manner why you want own guidance, what you use it for and the way you protect it. including that query mark icon that opens an explanatory pop-up container could require a bit of further building work, however in accordance with the remarks I acquire, it'll pay for itself again and again over in fewer misplaced consumers and a greater percent of achieved transactions.

2. find the appropriate steadiness of friction.

When analyzing and deciding on security solutions, corporations are rightfully concerned about how to locate the ideal balance between a user-pleasant customer adventure and mighty security protocols. A clean and interesting person event is critical for successful and holding clients, but making online transactions too handy is as bad as making them too difficult. That may supply purchasers the affect you don’t care about safety.

A 2020 Paysafe survey discovered that fifty one% of respondents would exchange a simpler customer event for improved records protection. The banks and economic capabilities groups my team works with comprehend that finding the most positive friction balance between ease and reassurance reduces chance and reassures valued clientele. So, should you are setting up or upgrading your on-line safety, bear in mind that your clients can be willing to handle a little more friction if the result is greater data protection.

3. Use your commitment to information safety as a differentiator.

purchasers recognize and remember businesses that take diligent care of their assistance. after getting a complete security equipment in area, use it to set yourself other than rivals. Prominently showing statements equivalent to, “We take their responsibility to look after your guidance severely. right here’s how,” coupled with an easy rationalization of your business’s security protocols for your web page and for your marketing programs let prospective customers understand upfront that you take into account their information security concerns and take them significantly.

in a similar fashion, making client have confidence considered one of your enterprise values or part of your company intention makes it clear to everyone on your company, as well as your companions, shoppers and competitors, that have confidence is core to who you are and the way you do enterprise.

4. know that you're not ever performed.

right here’s the fact: statistics safety is a cat-and-mouse game the place good individuals and righteous actors battle against hackers. there'll at all times be a different fraudster and a new scheme.

here is one time it doesn’t pay to go it on my own. reach out to your risk officer and safety personnel to be trained all that you would be able to. be sure your technology companions are as dedicated to records protection as you are, and work with them to make certain there aren't any gaps in your protection protocols that could allow fraudsters access to your company or customer records. Are your security teams as knowledgeable concerning the trustworthiness of any third-celebration know-how providers as they're your own? I even have considered that these suppliers are also handiest as relaxed as their own methods.

As Warren Buffett says, "It takes twenty years to construct a popularity and five minutes to break it." with the aid of making client have confidence crucial to your enterprise approach, you're equipping your enterprise with a powerful tool in an effort to help you thrive during this new digital period.

Forbes enterprise Council is the most advantageous growth and networking firm for company house owners and leaders. Do I qualify?

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