CTEP Chartered Trust and Estate Planner ®- The CTEP is a credential that is almost 20 years old. It is for trusts and estates managers and estate planning specialists. Estate Planning Certification education is important in Trust officers, banking, tax professionals, lawyers, risk management, insurance, investment banking, and brokerage. This trust and estate planning credential are offered by the accredited and ISO certified GAFM Global Academy.
Listed on FINRA Education Directory: https://www.finra.org/investors/professional-designations/ctep
Currently offered and recognized by the: GAFM Global Academy of Finance and Management ® (GAFM), formerly American Academy of Financial Management
Qualification and Educational Requirements Prerequisites
Experience: Three years of Trust and Estate Planning related experience
CTEP Chartered Trust & Estate Planner ® – Education Requirements – Complete at least one of the following:
- Approved degree (graduate or undergraduate) in related subjects, law or a CPA, MBA, MS, Ph.D., DBA, or JD from an accredited school or organization
- Five or more approved and related courses from an ACBSP or AACSB accredited business school or GAFM/AAFM sanctioned program
- Executive Certification training course with INFORMA CHEA recognized program, Thomson Reuters Golden Finance EuroMoney or one of the GAFM Training partners.
- GAFM/AAFM APPROVED Courses hosted by EdX Coursera Futurelearn, Udacity, or Udemy
Examination Type
Exams/Courses: Applicants may take courses and exams at recognized colleges and business schools. ACBSP.org or AACSB.edu or CHEA recognized business school courses and education count toward certification eligibility and not further exams are needed. If you complete the certification course and assessment, then you need not take further exams.
Continuing Education Requirements: 15 hours per year
Apply for Certification or Check Designation Status Online: Email mailto:info@gafm.com
Published List of Certification Holders in Good Standing: Online Database for Verification
Accredited By: Accredited by the TUV in Europe – Not subject to BREXIT
Certified By:: GAFM holds ISO 9001 and ISO 29990
*CTEP Chartered Trust and Estate Planner ® is a registered trademark within the USA and a copyrighted educational and training program.
