Acumen’s Jerome You Passes CTFA Level 2 ExamOctober 11, 2019
Congratulations to Acumen’s Jerome You for passing the Cannon Trust School II exam to earn the Certified Trust and Financial Advisor (CTFA) designation offered by the American Bankers Association (ABA)! Jerome attended the week long training program in Atlanta in September. 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
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