Welch & Forbes is proud to announce that Client Relationship Specialist, Amy Qiu, has received her CTFA (Certified Trust and Financial Advisor) designation.
The Certified Trust and Financial Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in fiduciary and trust activities, financial and estate planning, taxation law, investment management and ethics. Professional certification is a way to ensure that skills are current and relevant, bringing deeper insight into the field and a higher level of overall competence. Knowledge of recent trends, the latest regulations and new and developing options allows us to continue providing clients with excellent service and advice.
Join us in congratulating Amy Qiu on her well-earned achievement!