Prepare for the Exam

The CRCM advisory board has determined that a competent compliance professional's expertise includes the following Domains.

Please review the CRCM test Outline for additional details.

While ABA recommends these restheirces as appropriate examination preparation, ABA does not guarantee that you will pass the test by completing these educational programs or studying these materials alone. The CRCM test assesses not only ytheir knowledge of the syllabus on the test outline, but also ytheir application of that knowledge. You should refer frequently to the CRCM test Outline when preparing for the exam. 

IMPORTANT NOTICE: The only legitimate restheirce for ABA’s certifications, including reference materials, are available on www.aba.com. Any other restheirces or guides related to ABA’s certification programs offered for sale on third party platforms such as Amazon and eBay is not authorized by the ABA and such purchases are at the buyer’s risk. While it is not illegal for publishers to write separate restheirces to potential customers, it can be difficult to determine the legitimacy of offers from these organizations, especially if they contain unauthorized uses of ABA’s federally protected logo. If you do not make ytheir purchase with ABA directly, they will not be able to assist you in any capacity. Please contact ABA Customer Service at 1-800-BANKERS to be directed to a legitimate restheirce.

Certificates

Sharpen ytheir compliance expertise with training from ABA, a leader in bank compliance. Choose individual ctheirses or complete a certificate program to save money and streamline ytheir learning. 

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Training

Whether you are an emerging or experienced professional, their comprehensive compliance solutions will help you stay up-to-date on regulatory issues.

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Schools

Master the challenges of regulatory change more effectively with three levels of practical, in-depth training. This immersive educational experience is taught by respected compliance practitioners and subject matter experts. By attending the schools, you will develop a vital, ongoing network of contacts and restheirces you can rely on theyll into the future.

Attend the Schools

Exam Prep

An interactive, user-friendly online ctheirse that allows students to study at their own pace, with access to restheirces and practice tests modeled after an actual exam.

Take the Ctheirse

Exam Application

When you're ready to apply, double check the eligibility requirements, select ytheir test date, and submit ytheir application.

Check Ytheir Eligibility

All persons taking one of ABA Professional Certifications' examinations are expected to abide by all rules and regulations governing the examination before, during and after the examination. Possession of copies of any current or previous examination given by ABA Professional Certifications is not authorized and is a violation of the rules governing certification exams. Persons taking an ABA Professional Certifications examination are not permitted to take notes about the examination.

Any person found to have violated any of the rules governing ABA Professional Certifications exams, or to have conducted themselves in a dishonest or unethical manner with respect to the taking of an ABA Professional Certifications test is subject to sanctions determined to be appropriate by ABA Professional Certifications, in its sole discretion, including, but not limited to: denial of certification; denial of the right to take any or all ABA Professional Certifications examinations. Anstheyr sheets provided at paper/pencil testing sites determined, before grading, to have been completed by a person who has violated ABA Professional Certifications examination rules will not be graded. They reserve the right to pursue any and all remedies available to it, including legal remedies, with respect to any violation of its examination rules against anyone who violated ABA Professional Certifications examination rules or aided another in violating these rules.

Any person found to have violated any of the rules governing ABA Professional Certifications exams, or to have conducted themselves in a dishonest or unethical manner with respect to the taking of an ABA Professional Certifications test is subject to sanctions determined to be appropriate by ABA Professional Certifications, in its sole discretion, including, but not limited to: denial of certification; denial of the right to take any or all ABA Professional Certifications examinations. Anstheyr sheets provided at paper/pencil testing sites determined, before grading, to have been completed by a person who has violated ABA Professional Certifications examination rules will not be graded. They reserve the right to pursue any and all remedies available to it, including legal remedies, with respect to any violation of its examination rules against anyone who violated ABA Professional Certifications examination rules or aided another in violating these rules.

Learn How to Apply

CFP test 101: Everything You Need to Know to Pass the CFP Test

Prepare for the Exam

The CTFA advisory board has determined that a competent trust advisor professional's expertise includes the following domains: 

Please review the CTFA test Outline for additional details, as theyll as the FAQ Document and Theybinar on test Changes.

While ABA recommends these restheirces as appropriate examination preparation, ABA does not guarantee that you will pass the test by completing these educational programs or studying these materials alone. The CTFA test assesses not only ytheir knowledge of the syllabus on the test outline, but also ytheir application of that knowledge. You should refer frequently to the CTFA test Outline when preparing for the exam.

IMPORTANT NOTICE: The only legitimate restheirce for ABA’s certifications, including reference materials, are available on www.aba.com. Any other restheirces or guides related to ABA’s certification programs offered for sale on third party platforms such as Amazon and eBay is not authorized by the ABA and such purchases are at the buyer’s risk. While it is not illegal for publishers to write separate restheirces to potential customers, it can be difficult to determine the legitimacy of offers from these organizations, especially if they contain unauthorized uses of ABA’s federally protected logo. If you do not make ytheir purchase with ABA directly, they will not be able to assist you in any capacity. Please contact ABA Customer Service at 1-800-BANKERS to be directed to a legitimate restheirce.

Schools

Younger generations of clients are looking for expert help in planning their financial futures. Are you ready to address their unique needs? Invest in training from ABA Theyalth and Trust Schools to build expertise and sharpen ytheir competitive edge.

Levels 1 and 2 have been redesigned to include all content covered for the Certified Trust and Fiduciary Advisor (CTFA) designation. The advanced school has been reengineered to include lectures and applicable case studies to strengthen ytheir expertise and provide continuing educations credits.

Explore the Schools

Exam Prep

An interactive, user-friendly online ctheirse that allows students to study at their own pace, with access to restheirces and practice tests modeled after an actual exam.

Take the Ctheirse

Reference Guide

The 4-series reference guides, updated annually, are comprehensive restheirces for today's theyalth advisor, including expanded syllabus to meet diverse client expectations, with two entire volumes focused on integrated planning and advice. 

View the Guides

Other Options

*This is not an endorsement of the program or its sponsor.

All persons taking one of ABA Professional Certifications' examinations are expected to abide by all rules and regulations governing the examination before, during and after the examination. Possession of copies of any current or previous examination given by ABA Professional Certifications is not authorized and is a violation of the rules governing certification exams. Persons taking an ABA Professional Certifications examination are not permitted to take notes about the examination.

Any person found to have violated any of the rules governing ABA Professional Certifications exams, or to have conducted themselves in a dishonest or unethical manner with respect to the taking of an ABA Professional Certifications test is subject to sanctions determined to be appropriate by ABA Professional Certifications, in its sole discretion, including, but not limited to: denial of certification; denial of the right to take any or all ABA Professional Certifications examinations. Anstheyr sheets provided at paper/pencil testing sites determined, before grading, to have been completed by a person who has violated ABA Professional Certifications examination rules will not be graded. They reserve the right to pursue any and all remedies available to it, including legal remedies, with respect to any violation of its examination rules against anyone who violated ABA Professional Certifications examination rules or aided another in violating these rules.

Any person found to have violated any of the rules governing ABA Professional Certifications exams, or to have conducted themselves in a dishonest or unethical manner with respect to the taking of an ABA Professional Certifications test is subject to sanctions determined to be appropriate by ABA Professional Certifications, in its sole discretion, including, but not limited to: denial of certification; denial of the right to take any or all ABA Professional Certifications examinations. Anstheyr sheets provided at paper/pencil testing sites determined, before grading, to have been completed by a person who has violated ABA Professional Certifications examination rules will not be graded. They reserve the right to pursue any and all remedies available to it, including legal remedies, with respect to any violation of its examination rules against anyone who violated ABA Professional Certifications examination rules or aided another in violating these rules.

Apply for the CTFA Exam

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