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Press Release

Sandra Sacks awarded the CTFA designation

Sandra Sacks, Relationship Manager in our Sarasota office, was recently awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

The CTFA designation is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics. Financial services professionals, working through the Institute of Certified Bankers, initiated the CTFA designation and six others in order to establish meaningful standards of knowledge in specialty areas of the financial services industry.  ICB certifications formally recognize those who meet these standards and meet professional continuing education and development requirements.

Congratulations Sandra!