Study guide
CTFA study guide
Read a lesson, then practice the ideas you want to remember.
Lessons
- Directed Trusts, Decanting, Nonjudicial Sett
- Discretionary Distributions, HEMS Standards,
- Principal and Income Accounting: UFIPA and P
- Trust Classification, Parties, and Governing
- Equity, Fixed Income, Duration, and Alternat
- Performance Measurement, Benchmarking, and F
- Modern Portfolio Theory, CAPM, and Risk-Adju
- Client Risk Profiling, Fiduciary IPS, and As
- Elder Financial Exploitation, Diminished Cap
- Multi-Generational Family Dynamics and Clien
- ABA Professional Code of Ethics, Conflicts,
- Fiduciary Standards, Uniform Trust Code, and
- Property Titling, Entity Structures, and Pow
- The Uniform Prudent Investor Act and Total-R
- Estate Tax Deductions, Marital Deduction, an
- Federal Gift Taxation, Annual Exclusions, an
- The Gross Estate, Inclusions, and Valuation
- Generation-Skipping Transfer Tax and Advance
- Fiduciary Income Taxation: Form 1041, DNI, a
- Comprehensive Wealth Planning, Cash Flow, an
- Insurance Planning, Business Succession, and
- Retirement Distribution Planning: SECURE Act
- CTFA Exam Overview, Format, and Eligibility
- Study Strategy, Scenario Breakdown, and Exam
- BSA/AML, CDD, OFAC Sanctions, and Fiduciary
- OCC Regulation 9: Bank Fiduciary Powers and
- Fiduciary Account Onboarding, Situs, and Ove