Angela Medina
CTFA Exam
About
Understanding the CTFA Exam Before diving into study strategies, it essential to understand what the CTFA exam entails. The exam tests a candidate knowledge in fiduciary duties, trust administration, ethics, and investment management. It CTFA Exam is intended for those involved in managing trusts, estates, and other fiduciary responsibilities.
The CTFA exam is divided into several key sections:
Trust Administration and Planning: Understanding how trusts work and the duties of a fiduciary. Investment Management: Assessing how investments should be managed for trust beneficiaries. Ethics and Fiduciary Responsibility: A core focus on professional ethics and the legal responsibilities that fiduciaries carry.
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