Certified Trust null Advisor (CTFA)

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

Summary:

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)


Website:

www.aba.com/icbcertifications/about_us.htm

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Profile

Susan is in her mid 60s, retired school teacher, married, has grandkids and loves gardening and is involved in her church community.

Portfolio Size:

$200K in 403(b) and $35K cash to invest.

Former Advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
... WiserAdvisor helped us connect with Brian who had clients similar to our situation.