The ABA requires CFTA aspirants to have at least three times of wealth operation experience. Qualifying wealth operation experience includes giving advice on trusts, estates, withdrawal accounts and analogous matters.
aspirants with three to five times of experience must also complete a wealth operation training program. There are four program options available. Those with at least five times of experience don ’t need to complete a wealth operation training program but must have a bachelorette’s degree. aspirants with 10 times or further of wealth operation experience don ’t need moreover a wealth operation training program or a bachelorette’s degree to earn the CTFA instrument.
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