What Is a CTFA? The Certified Trust and Fiduciary Advisor Credential, Explained

A bank trust officer who manages trusts and estates for families. They're the person who makes sure a trust actually does what it was set up to do.

Estate Planning · CHIP Teamopedia

American Bankers Association (ABA)

Issuing organization

Required

Board exam required

45 hrs every 3 years

Continuing education

The full guide for this credential is still being written. The facts above are verified; the long-form explainer is on the way.

Educational Content & Disclaimer: This article is for informational and educational purposes only. CHIP Financial does not provide financial, investment, legal, or tax advice. Credential details are current as of publication and subject to change by the issuing organization; always confirm current requirements directly with the issuing body. Always conduct your own due diligence before hiring a financial professional.