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Financial CTFA : Certified Trust and Financial Advisor (CTFA) Exam

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Test Number : CTFA
Test Name : Certified Trust and Financial Advisor (CTFA)
Vendor Name : Financial
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CTFA test Format | CTFA Course Contents | CTFA Course Outline | CTFA test Syllabus | CTFA test Objectives

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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Financial Advisor test Braindumps

CFP, CPA, CFA, Oh My! What Do financial marketing consultant Titles mean? | CTFA test dumps and Practice Questions

Are you attempting to find a monetary advisor? You can also have already encountered an alphabet soup of diverse knowledgeable credentials. CFA, CFP and CPA are best three of probably the most standard certifications financial advisors add to their titles—there are others.

difficulty is, not all of those certifications are created equal. Some are greater appropriate and vital than others, depending on your particular needs.

“consumers deserve to now not just take at face value that if someone has some letters in the back of their name that they’ve passed through a challenging application,” says pass Schweiss, a certified fiscal planner (CFP) and president of the financial Planning association.

Let’s take a closer seem at the most commonplace certifications to support you discover a fiscal guide who’s the appropriate fit in your situation.

CFP

What does CFP stand for? certified financial Planner

What it capability: CFPs usually present charge-primarily based economic planning services. CFPs earn their designation by means of finishing an accredited CFP certification software, passing a six-hour examination and accumulating both 6,000 hours of expert event or four,000 hours of apprenticeship adventure valuable to economic planning.

finest for: regularly occurring monetary planning, including assistance on setting economic dreams, retirement and faculty planning, and investing tips or management.

CFA

What does CFA stand for? Chartered financial Analyst

What it capability: CFAs concentrate on advanced funding evaluation, and generally present potent portfolio management talents. Would-be CFAs need to pass three progressively extra difficult CFA tests, acquire principal work journey, reap a few letters of professional reference and apply to join the CFA Institute—which requires completing a professional habits statement.

optimal for: Portfolio administration, funding analysis and method, consulting and possibility analysis. CFAs may be discovered working for large economic institutions or as personal economic advisors.

ChFC

What does ChFC stand for? Chartered monetary advisor

What it ability: This designation is obtainable by using the American school for fiscal capabilities—it turned into at the start developed as an alternative to the CFP certification. basically, people that turn into a ChFC take the equal core courses that are a part of the CFP application, plus a couple of additional courses on some extra superior monetary planning topics. in contrast to CFPs, people who earn a ChFC aren’t required to flow a rigorous final examination, although there's a last examination after each course.

top-rated for: established monetary planning wants.

CPA

What does CPA stand for? certified Public Accountant

What it capability: CPAs fill a big range of economic roles, managing and Preparing fiscal information and tax-connected files for each groups and individuals. To become a CPA, you should satisfy each state and national requirements: A minimum training threshold (state), a minimal amount of adventure (state), a 4-half CPA test (national), and sometimes extra state necessities, such as classes, a criminal background examine or an ethics exam.

optimal for: preparing and submitting taxes, developing concepts to control taxable income in retirement, and latitude of alternative monetary management tasks. additionally, CPAs can support with generic monetary planning.

RICP

What does RICP stand for? Retirement income licensed expert

What it ability: A RICP focuses on retirement monetary planning, including claiming Social protection, choosing distributions from business enterprise-backed retirement plans and planning for lengthy-term wants. The certification is issued through the American school of financial capabilities, and requires three or greater years of fresh and relevant work experience—an undergraduate or graduate degree qualifies as 365 days—completion of a course of look at and a ultimate examination.

most reliable for: Retirement earnings planning, together with Social protection, Medicare and medical insurance decisions, and evaluating and addressing risks in retirement.

CPWA

What does CPWA stand for? licensed inner most Wealth marketing consultant

What it capability: The CPWA become created for wealth managers who work with excessive-internet-value people, specializing in how to decrease taxes, protect property, boost increase and put together for transfers of wealth. Candidates ought to have five years of event in monetary capabilities or serving high-net-value purchasers. They also ought to comprehensive a path of examine and move an examination.

foremost for: suggestions for managing high-net-value people’ taxes, starting to be and preserving their belongings, and passing on wealth to the next technology.

CLU

What does CLU stand for? Chartered lifestyles Underwriter

What it capacity: A CLU is a economic skilled with a specialization in existence insurance. To achieve a CLU credential, you have to have at least three years of vital knowledgeable journey and finished certification classes on life coverage and estate planning, plus optionally available classes on subject matters akin to earnings taxation and planning for retirement needs. every direction ends with an exam.

ultimate for: selected questions on existence insurance.

RIA

What does RIA stand for? Registered funding marketing consultant

What it means: here's not a credential, however fairly a sort of financial company that provides financial advice for customers. RIAs exceptionally have a fiduciary responsibility, which capability they’re obligated to act on your monetary top of the line interest. this is essential because it potential the economic expert managing your money is making the top-rated and most appropriate selections for you when it comes to items and costs.

greatest for: a number monetary subjects, from insurance to retirement planning and estate planning.

IAR

What does IAR stand for? investment advisor representative

What it skill: Like RIA, this isn’t exactly a credential. funding consultant representatives are employees of RIAs, and generally IARs have one or greater of the certifications outlined above.

foremost for: a very big selection of monetary assistance, from basic economic planning to complex property planning suggestions and wealth administration.

the way to select a monetary guide

deciding on a economic consultant is about more than simply the letters at the back of their identify. hold here elements in intellect as you’re thinking about whom to appoint:

do you know somebody who is aware of a person? some of the most beneficial tips on how to locate monetary support is to ask acquaintances—friends, family unit or coworkers—whether or not they’ve worked with someone they like. try to get innovations from individuals in an identical circumstances as you're as a result of many financial advisors increase an knowledge working with a undeniable clientele.

Are they a fiduciary? Arguably more vital than any certain acronym, sussing out if a person is legally required to put your financial top of the line interests above their own helps make sure you preserve your cash working for you, in place of someone else.

How are they paid? There are loads of ways a economic professional could can charge for his or her services. Some cost a percent of the belongings they manage for you every year, some cost via the hour, and others could cost a flat payment for a specific set of features. Some monetary advisors work exclusively on commission, which means they make their cash from the items they recommend on your portfolio. frequently, consultants suggest the usage of payment-best advisors, for whom there are not any commissions and fewer competencies conflicts of pastime. be sure you be aware how each skilled is charging and that the constitution works for you.

How do they work? now not each economic professional is for each grownup. be certain to ask questions about expertise advisors’ working vogue to make sure it fits your preferences and desires. what's their investing or monetary planning philosophy? who is their commonplace customer? How regularly do they like to meet with purchasers, and the way would you talk with them? Would you be working with them, or with a broader crew of americans? These kinds of questions support you be sure a financial relationship will deliver you the results you want.

Is there the rest in their regulatory historical past? Run the names of any advisors you’re seriously on the grounds that via FINRA’s BrokerCheck, for you to deliver you a rundown of their employment history, regulatory actions, licensing information, arbitrations and complaints.

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