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DumpsArena CTFA Exam Prep: The Easiest Way to Pass
Trusts and Estates (25%)
This section covers the legal and technical aspects of trusts and estates. It includes topics such as estate planning, the administration of trusts, and the preparation of trust documents.
Financial Planning (20%)
Financial planning is a crucial aspect of fiduciary services. This section will test your knowledge of personal financial planning concepts, including budgeting, insurance, retirement planning, and more.
Investment Management (10%)
Trust and fiduciary services often involve investment management for clients. In this section, you will be tested on your ability to assess, manage, and advise clients on investment strategies that align with their financial goals.
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