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The CTFA instrument demonstrates moxie in the trust and fiscal advising profession. To admit the designation, campaigners must have a minimal position of wealth operation work experience, complete approved training programs, and pass an examination. Continuing education( CE) is also demanded to maintain the CTFA designation.2
The ABA defines professional wealth operation experience as furnishing customer advice, either directly or laterally, relating to trusts, estates, individual withdrawal accounts (IRAs) and other good withdrawal plans, guardianship, and individual asset operation accounts.2
 

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