ABA Certified Trust and Fiduciary Advisor 2024

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Financial CTFA : ABA Certified Trust and Fiduciary Advisor 2024 Practice Tests

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Exam Number : CTFA
Exam Name : ABA Certified Trust and Fiduciary Advisor 2024
Vendor Name : Financial
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CTFA test Format | CTFA Course Contents | CTFA Course Outline | CTFA test Syllabus | CTFA test Objectives

The knowledge areas knowledge areas

I. Fiduciary & Trust A. Nature and Characteristics 1. Trusts 2. Estates 3. Guardianships/ Conservatorships 4. Custodians 5. Financial and 6. Agencies B. Formal Requisites 1. Written Agreements or Documents 2. Trust Situs 3. Acceptance of 4. Disclaiming of Interest C. Fiduciary Responsibilities 1. Powers 2. Duties 3. Uniform Acts/Codes 4. Safekeeping of Assets 5. Environmental Issues D. Investment Responsibilities 1. Investment Powers 2. Investment Types & Restrictions 3. Sale/Retention 4. Prudent Investor E. Receipts, Payments 1. Duty in Making 2. Uniform Principal & Income Act F. Accounting and Compensation 1. Duty to Keep Records 2. Duty to Furnish Information to Beneficiaries 3. Duty to Render Court Accountings 4. Fiduciary Compensation G. Alteration or 1. Power to Change Terms 2. Power to Revoke or Terminate H. Regulatory/Compliance 1. Due Diligence 2. Know Your Customer 3. Privacy Issues 4. Bank Secrecy Act 5. OCC Regulation 9 6. Securities Laws II. Financial Planning (25%) A. Personal Finance 1. Time Value of Money Principles 2. Statement of 3. Cash Flow Management 4. Debt Management 5. Investment Planning 6. Education Planning 7. Health Care & Disability Planning B. Retirement 1. Capital Sufficiency 2. Investment Strategies 3. Wealth Accumulation & Distribution 4. Social Security & Other Programs 5. IRAs 6. Qualified and non-Qualified Plans 7. Income Needs & Sources C. Insurance 1. Life Insurance 2. Long Term Care Insurance 3. Disability 4. Annuities 5. Health Insurance 6. Property/Casualty Insurance 7. Insurance Company, D. Transfer Assistance 1. Wealth Transfer During Lifetime 2. The Flow of Property at Death 3. Business Succession Planning 4. Planning Documents 5. Planning Considerations 6. Charitable Giving Strategies 7. Special Needs Planning E. Financial Modeling 1. Risk Assessment 2. Asset Allocation III. Tax Law & Planning (25%) A. Income Tax 1. Individuals 2. Fiduciaries 3. Charitable Trusts, 4. Business B. Transfer Tax 1. Gift Tax 2. Estate Tax 3. Generation-Skipping IV. Investment Management (20%) A. Economics and Markets 1. Gross Domestic Product 2. Interest Rates 3. Inflation & Employment 4. Government Fiscal Policy 5. Monetary Policy 6. International Influences 7. Market Operations 8. Currency B. Portfolio Management 1. Modern Portfolio Theory 2. Equity Investment 3. Fixed Income 4. Hedging Strategies 5. Risk Management 6. Total Return C. Types of Investments/Selection 1. Equities 2. Fixed Income 3. Convertible Securities 4. Mutual Funds 5. Common Trust Funds 6. Closely-Held Businesses 7. Real Estate & Farms 8. International 9. Nontraditional 10. Master Limited Partnerships 11. Stock Options 12. ETFs 13. Oil, Gas & Minerals 14. Commodities & Precious Metals D. Client Objectives & Constraints 1. Investment Objectives 2. Risk Tolerance 3. Time Horizons 4. Tax Considerations 5. Current vs Future 7. Asset Allocation E. Performance Measurement 1. Time-Weighted vs. Dollar-Weighted 2. Risk Adjusted 3. Benchmarks & Indicies V. Ethics (5%) A. Advisory 1. Unauthorized Practice of Law 2. Conflict of Interest 3. Confidentiality 4. Undue Influence 5. Related Parties 6. Client Competence/Capacity B. Fiduciary 1. Duty of Loyalty 2. Breach of Trust 3. Trust Officer as Beneficiary 4. Personal Liability 5. Self Dealing 6. Gifts to/from Clients & Vendors C. Business Development 1. Business Solicitation 2. Compensation Arrangements D. Investment 1. Insider Information 2. Equal Treatment of Accounts 3. Directed Brokerage 4. Disclosures 5. Prudent Investor Standard E. Other 1. Relationship 2. Fraud Prevention below are the basis for the Certified Trust and Financial Advisor (CTFA) examination. These
were derived from a job analysis study and were validated by the CTFA Advisory Board. Postcertification programs that address these knowledge areas are eligible for CTFA continuing education credits through the American Bankers Association.

Activities (25%)

of Account Relationship

Health Care Powers of Attorney

of Establishing Account

Fiduciary Appointment

by Bank of Its Own Holding Company Securities

and Distributions

Payments or Distributions

Termination of the Trust

Assets and Liabilities

Product, and Intermediary Selection Criteria

Private Foundations, and Split Interest Trusts

Transfers (GST)

Theories and Concepts

Management Approaches

Investment Management Approaches

& Analysis

Objectives 6. Investment Restrictions & Preferences

with Other Professionals

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