Chartered Trust and Estate Planner® (CTEP®) Exam
The Chartered Trust and Estate Planner® (CTEP®) Exam is offered by the American Academy of Finance (AAFMAA) in India. It validates your knowledge and expertise in the complex area of trust and estate planning. Earning the CTEP® designation demonstrates your competency in helping individuals plan for the distribution of their assets after death and manage their wealth during their lifetime.
Who Should Take This Exam?
This certification is ideal for various professionals working in the financial services industry, including:
- Financial Advisors: Expand your service offerings to include trust and estate planning, providing holistic financial advice to clients.
- Wealth Managers: Enhance your ability to manage client wealth across generations, considering tax implications and asset distribution strategies.
- Estate Planning Attorneys: Deepen your understanding of financial aspects of estate planning to better serve your clients.
- Insurance and Investment Professionals: Broaden your knowledge to offer clients integrated wealth management solutions that include trust and estate planning strategies.
Exam Details
- Exam Provider: American Academy of Finance (AAFMAA) - India
- Format: Computer-based exam with multiple-choice questions
- Number of Questions: 60 questions
- Duration: 120 minutes
- Passing Score:For credit, all answers must be 100% accurate. For wrong responses, there is no deduction or partial credit offered. A paper outlining your overall pass or fail grade as well as the parts you passed or failed will be sent to you.