What Is a Certified Trust and Financial Advisor (CTFA)?

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asked Jul 25, 2023 in H&E by vbywxhjs (120 points)

When choosing a fiscal counsel, pay attention to what instruments they ’ve attained. Common instruments you ’ll see include pukka fiscal diary (CFP), chartered fiscal critic (CFA) and certified public account (CPA). Certified Trust and Financial Advisor counsels earn these designations to assure guests that they've the training, experience and ethical norms demanded to give sound fiscal advice. One that's less common but still important is the pukka trust and fiscal counsel (CTFA) instrument. Make sure you know exactly what this means if you come across a fiscal counsel with this instrument who you're considering working with.

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