Chartered Trust and Estate PlanningTM (CTEPTM)

CHARTERED TRUST AND ESTATE PLANNERTM (CTEPTM) is unique and the only Estate Planning and Trust Planning certification in India. This certification comprehensively deals with all the aspects of Estate Planning like Intergenerational Wealth Transfer, Wealth Preservation, Trust Planning, International Succession Planning and International Estate and Gift Taxation.

The Chartered Trust and Estate PlannerTM is a Short Term International Certification Course focussing on Estate and Trust Planning which forms a very important subset of Personal Finance, Financial Planning, Wealth Planning or Wealth Management. The program allows the participants to develop skills in wealth transfer, succession planning, family wealth preservation advisory skills. The program is required by Financial Advisors, Wealth Managers, Wealth Management and Private Banking Professionals and Students to develop cutting edge knowledge in Estate Planning, Trust Planning, Succession Planning, Private Banking, Family Office, and Financial Advisory. The CTEP ® Program is a Federally Copyrighted Program founded in the United States with Wall Street Sector Trademarks owned by AAFM®

In the recent times, the mandatory requirement posted by the financial advisory industry towards the skilful and knowledgeable candidates in the field of trust and estate planning who can advise clients on business succession planning has made it essential for a candidate to be well versed with all the aspects of Estate Planning and Succession Planning.

This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.