Certified Trust and Financial Advisor

Here you have the best ABA CTFA practice exam questions

You have 856 total questions across 172 pages (5 per page)
These questions were last updated on February 18, 2026
This site is not affiliated with or endorsed by ABA.

Question 1 of 856

Financial goals cove a wide range of financial aspirations such as:

Controlling living expenses

Meeting retirement needs

Setting up a savings and investment program

All of the above

Question 2 of 856

These are target dates in the future when certain financial objectives are expected to be completed. What are these?

Goal dates

Target dates

Due dates

Financial dates

Question 3 of 856

Today's well-defined employee benefits package cover a full spectrum of benefits that may include all EXCEPT:

Long -term care insurance

Dental and vision care

Subsidized employee benefit plan

Partial retirement plans

Question 4 of 856

Tax deferred retirement plans and flexible spending accounts offer tax advantages. Some retirement plans allow you to__________ against them.

Lend

Borrow

Spend

None of the above

Question 5 of 856

Accumulating assets to enjoy in retirement is only part of the:

Long-term financial planning process

Short-term financial planning process

Life time financial planning process

Permanent financial planning process

About the ABA CTFA Certification Exam

About the Exam

The ABA CTFA (Certified Trust and Financial Advisor) validates your knowledge and skills. Passing demonstrates proficiency and can boost your career prospects in the field.

How to Prepare

Work through all 856 practice questions across 172 pages. Focus on understanding the reasoning behind each answer rather than memorizing responses to be ready for any variation on the real exam.

Why Practice Exams?

Practice exams help you familiarize yourself with the question format, manage your time, and reduce anxiety on the test day. Our CTFA questions are regularly updated to reflect the latest exam objectives.