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Knowledge of trust law and regulations CTFA campaigners must have a thorough understanding of trust law, Certified Trust and Financial Advisor including the Uniform Prudent Investor Act and the Uniform Trust Code. They should also be knowledgeable about the nonsupervisory terrain governing trust and wealth operation, including duty laws, ERISA, and securities regulations.

  1. Tax Law & Planning(Exam Labs Dumps) • Income duty • Transfer duty • operations of duty Strategies
  2. Investment Management( 20 of the test) • Economics and Markets • Portfolio Management propositions and generalities • Types of Investments • Client objects & Constraints • Performance dimension
  3. Ethics( 5 of the test) • Advisory • Fiduciary • Business Development • Investment • Other

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