Handsome Savings - Limited Time Offer 30% OFF - Ends In 0d 0h 0m 0s Coupon code: 50OFF
Trusted Worldwide Questions & Answers
Pass your American Bankers Association CTFA Exam with accurate Questions & Answers
Certified Trust and Financial Advisor
Last Updated: Oct 3, 2024
895
895 Questions and Answers for the American Bankers Association CTFA exam
489
Students Passed the "American Bankers Association CTFA" exam
94.2%
Average score during Real Exams at the Testing Centre
American Bankers Association Certified Trust and Financial Advisor Syllabus
- Classify transactions using principal and income accounting/ Adhere to investment regulatory requirements
- Identify economic and market outlook concepts/ Identify and interpret duties related to legal structure
- Identify, disclose, and/or avoid potential conflicts of interests/ Identify and interpret types of ownership interests
- Recognize the signs of financial and elder abuse and how and when to reporting/ Understand and articulate fiduciary responsibilities
- Review nature and characteristics of legal entity structure and account capacity/ Educate clients regarding the use of insurance to mitigate risk
- Recommend an appropriate investment strategy based on goals and objectives/ Understand and articulate fiduciary principles
- Perform administrative reviews pursuant to internal policies or external regulations/ Understand and apply knowledge of federal estate and gift tax
- Execute the pre-acceptance process to eliminate potential risk/ Profile and understand a client’s risk appetite
- Implement multi-asset class investment strategy/ Comprehend and articulate fiduciary responsibilities
- Apply the formal requisites of establishing a fiduciary account/ Understand and explain fiduciary income tax
- Maintain compliance with Bank Secrecy Act (BSA)/Anti-Money Laundering (AML)/ Identify, communicate, and apply generation-skipping transfer tax