Taxation of Trusts and Estates: Understanding the tax implications of different types of trusts and estates, including grantor trusts, charitable trusts, and revocable and irrevocable trusts.
Tax Planning Strategies: Knowledge of tax-efficient CTFA investment strategies, tax-advantaged accounts, and strategies for minimizing tax liabilities.
Investment Management This domain focuses on investment principles, asset allocation strategies, portfolio management, and regulatory considerations. Key topics include:
Investment Principles: Understanding the fundamentals of investing, including risk and return, diversification, and asset allocation.
Portfolio Management: Knowledge of portfolio construction techniques, performance measurement, and rebalancing strategies.
Taxation of Trusts and Estates: Understanding the tax implications Certified Trust and Financial Advisor of different types of trusts and estates, including grantor trusts, charitable trusts, and revocable and irrevocable trusts.
Tax Planning Strategies: Knowledge of tax-efficient investment strategies, tax-advantaged accounts, and strategies for minimizing tax liabilities.
Investment Management
This domain focuses on investment principles, asset allocation strategies, portfolio management, and regulatory considerations. Key topics include:
Investment Principles: Understanding the fundamentals of investing, including risk and return, diversification, and asset allocation.
Portfolio Management: Knowledge of portfolio construction techniques, performance measurement, and rebalancing strategies.