Bryson Passes the CTFA Level 1 Exam!
February 24, 2023
Congratulations to Bryson Glover for passing the Cannon Trust School I exam to earn the Certified Trust and Fiduciary Advisor (CTFA) designation offered by the American Bankers Association (ABA)! Bryson took a week-long training program with an exam at the end. A CTFA candidate must have a minimum level of wealth management work experience and approved training programs. This course begins a three-part series with the Cannon Trust School program and is designed to facilitate the planning, implementation and administration of complex trusts including gift and estate taxes, advanced generation skipping, fiduciary income tax, and split interest and charitable trusts. Topics covered in Cannon Trust School I include:
- Overview of Trust Business
- Property Law
- Principal and Income Law
- Fiduciary Income Taxation
- Fiduciary Law
- S. Estate and Gift Taxation
- Investments (Economy and Equities)
- Estate and Trust Administration
- Types and Uses of Trusts
Get in touch
Our mission is to help you and your family Invest Intentionally®.
Contact us today to start your journey.