Be familiar with threat operation
threat operation is an essential aspect of fiscal planning. The CFTA test covers colorful types of pitfalls, similar as request threat, credit threat, and functional threat. It's essential to be familiar with threat operation ways to give proper advice to guests.
Understand the different types of trusts
The CFTA test covers colorful types of trusts, similar as revocable trusts, irrevocable trusts, and special requirements trusts. It's pivotal to understand the different types of trusts and their benefits and downsides to give suitable advice to guests.
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