Two Security National Bank Employees Attend Trust Management Institute
August 22, 2017
Both courses are part of a three-part curriculum preparing an individual for eligibility to sit for the Certified Trust Financial Advisor (CTFA™) examination, offered by the Institute of Certified Bankers. CTFA designees have a stellar reputation within the industry as being the best positioned to implement a prudent process in a fiduciary and/or an advisory capacity.
Cruickshank and Zellmer belong to a 60-person Wealth Management Division at Security National Bank, which services the investment and trust needs of 2,600 clients that have entrusted SNB with more than $2.4 billion in assets.