Certified Trust and Financial Advisor: Shaping a Better Financial Tomorrow

ABA Online Courses

The ABA offers a range of online courses that cover the different knowledge areas tested on the CFTA test. Certified Trust and Financial Advisor These courses are tone- paced and allow test takers to study at their own pace. The courses are designed to give comprehensive content of each content area and include quizzes and assessments to help test takers gauge their understanding of the material. The online courses are available to buy independently or as part of a package with the study companion.

1. threat operation – The process of relating and managing implicit pitfalls to an existent’s or association’s fiscal means.
2. Wealth Transfer – The process of transferring one’s wealth to their heirs or charitable associations in a duty-effective manner.
3. Trust Administration – The process of managing a trust’s means and distribution according to its terms and the law.
4. Estate Administration – The process of managing an existent’s estate after their death, including distribution of means and settling any outstanding debts.
5. Charitable Giving – The act of giving plutocrat or means to a charitable association or cause.
6. Taxation – The process of levying levies on individualities and associations to finance government operations.
7. Income Planning – Exam Labs Dumps The process of planning for an existent’s or family’s income needs in the present and unborn.
8. Portfolio operation – The process of managing an existent’s or association’s investment portfolio to achieve their fiscal pretensions.
9. Financial Planning – The process of creating a comprehensive fiscal plan that includes investment, withdrawal, estate, duty, and threat operation strategies.
10. Estate Tax – A duty on the transfer of an existent’s means after their death.

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