Eligibility Criteria for CTFA Certification
To pursue CTFA certification, candidates must meet specific educational and work experience criteria:

• Educational Requirements: A bachelor’s degree or equivalent work experience in the financial services industry.
• Work Experience Requirements: A  ctfa certification minimum of three years of experience in wealth management or a related field.

• Application Process: Candidates must complete an application, provide proof of qualifications, and agree to adhere to the CTFA code of ethics.

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