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Practice papers and test series

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Estate Planning and Trust Administration

Estate planning is a critical aspect of financial planning, and Certified Trust and Financial Advisors play a pivotal role in assisting clients with the creation and administration of trusts. We will explore various types of trusts and the benefits they offer in estate preservation and tax efficiency.

About the Program

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1. Watch the webinar or view the FAQs about important changes.
2. Explore the benefits of CTFA
3. Review Eligibility Conditions
4. Check your eligibility and learn about experience and training conditions.
5. Review Eligibility Conditions
6. Check your eligibility and learn about experience and training conditions.
7. Schedule Your test
8. View forthcoming test dates and locales, and submit your operation.

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