Flannery earns CTFA certification
MARQUETTE — Mike Flannery, fiduciary manager at First National Trust & Wealth Management, was recently awarded the Certified Trust & Financial Advisor professional certification from the American Bankers Association.
“Earning the CTFA certification validates Mike’s experience and depth of education in the wealth management industry,” Michael Morgan, AFIM vice president, Trust & Wealth management director, said in a press release.
The CTFA certification 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.