The CTFA (Certified Trust and Fiduciary Advisor) is a professional credential for trust officers and fiduciary wealth managers. It signals specialized knowledge in trust administration, investments, tax, and ethics. Verify current ABA requirements, exam format, fees, and continuing-education rules before applying.
Practical guide to financial planning for Orlando residents: what planners do, when to start, how to choose one, and modern tools to keep your finances on track.
Florida's lack of state income tax, exposure to storms, and the decline of pensions make local, forward-looking financial planning essential. A qualified planner can design retirement income, insurance, and estate strategies tailored to Florida residents.
Many people become financial advisers after personal encounters with debt. The role demands education and licensing, but it lets advisers use empathy, technical knowledge, and modern tools to help clients reduce debt, save more, and plan for the future.