Certified Trust & Financial Advisor (CTFA)

WiserAdvisor is the oldest and the largest independent network of financial advisors.


For advisors with estate planning and trust expertise. The advisor must have a minimum of three years experience in personal trusts and the completion of an ICB trust training program OR five years experience in personal trusts and a bachelor's degree OR ten year experience in personal trusts. Designees must also sign a professional code of ethics and pass an examination. Forty five hours of continuing education must be completed every 3 years.

Issuing Organization:

Institute of Certified Bankers (ICB)



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Customer profile


Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

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Arrow UpI am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.Arrow Down