Certified Trust and Financial Advisor (CTFA) Exam Dumps

CTFA Exam Format | Course Contents | Course Outline | Exam Syllabus | Exam Objectives

The knowledge areas below are the basis for the Certified Trust and Financial Advisor (CTFA) examination. These knowledge areas 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.

I. Fiduciary & Trust Activities (25%)
A. Nature and Characteristics of Account Relationship
1. Trusts
2. Estates
3. Guardianships/ Conservatorships
4. Custodians
5. Financial and Health Care Powers of Attorney
6. Agencies
B. Formal Requisites of Establishing Account
1. Written Agreements or Documents
2. Trust Situs
3. Acceptance of Fiduciary Appointment
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 by Bank of Its Own Holding Company Securities
4. Prudent Investor
E. Receipts, Payments and Distributions
1. Duty in Making Payments or Distributions
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 Termination of the Trust
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 Assets and Liabilities
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, Product, and Intermediary Selection Criteria
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, Private Foundations, and Split Interest Trusts
4. Business
B. Transfer Tax
1. Gift Tax
2. Estate Tax
3. Generation-Skipping Transfers (GST)
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 Theories and Concepts
1. Modern Portfolio Theory
2. Equity Investment Management Approaches
3. Fixed Income Investment Management Approaches
4. Hedging Strategies
5. Risk Management
6. Total Return
C. Types of Investments/Selection & Analysis
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 Objectives 6. Investment Restrictions & Preferences
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 with Other Professionals
2. Fraud Prevention

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certified private Wealth marketing consultant® (CPWA®) Certification

Merle Erickson stories the impact of taxes on the pricing and structuring of mergers, acquisitions, and divestitures; and the use of accounting counsel in valuation and contracting. He additionally reviews, among other things, numerous points of accounting fraud. He teaches “Taxes and business method” at booth and his path has been a staple of the booth MBA curriculum for more than two a long time.

besides a large number of articles published in numerous accurate academic journals, Erickson is a coauthor of the typical Taxes and business strategy textbook (presently in its sixth version) and is the writer/editor of the casebook, circumstances in Tax strategy. From 2005-2011, he served as a co-editor of the Journal of Accounting research.

Over the route of his career, Erickson has consulted on advanced GAAP and tax accounting issues (e.g., debt versus equity, FIN 48 and ASC 740 related issues, intercompany accounting and consolidation, employee inventory option accounting, accounting for acquisitions and divestitures, restated fiscal statements, and many others.) in plenty of contexts (e.g., bankruptcy, mergers, acquisitions and divestitures, inversions, structured finance, funding planning, cross border and intercompany financing, partnership arrangements, tax sharing agreements, and various forms of tax advantaged transactions). His shoppers have covered, among others, the U.S. department of Justice, the inside revenue provider, Fortune 500 corporations in quite a lot of industries, overseas fiscal associations, legislations organizations, accounting establishments, and individual taxpayers. He has additionally assisted organisations with SEC, IRS and whistleblower investigations. Erickson brings these precise world experiences to his “Taxes enterprise strategy” and government education classes at booth.

He has been given a few awards from the American Taxation association for his analysis and teaching. He has got the astonishing Manuscript Award (twice) as well as an award for educating innovation. in addition to teaching graduate students at Chicago booth, Erickson has taught lessons to Morgan Stanley, Merrill Lynch, regular electric powered Capital enterprise, Baker McKenzie, Andersen Consulting, Accenture, CareerBuilder, and the IMCA (funding management Consultants affiliation) among others. He also has been named one among BusinessWeek's remarkable faculty at the university of Chicago.

Erickson earned a bachelor's diploma in accounting from Rockhurst school in 1987, an MBA in 1989 from Arizona State college, and a PhD in accounting from the school of Arizona in 1996. He joined the Chicago sales space school in 1996.

moreover his scholarly actions, Erickson is an avid fisherman. He bought the Angler Award from the Billfish foundation in 2003 for releasing essentially the most striped marlin international that 12 months. His angling events have taken him from the pristine lakes of northern Canada to one of the most remotest stretches of the amazing Barrier Reef.


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