Chartered Trust and Estate Planner® (CTEP®) Exam
The CTEP® certification equips professionals with specialized knowledge in estate planning, succession laws, and trust structures, both in India and globally. The program focuses on legal, financial, and practical aspects of wealth transfer and preservation, enabling candidates to provide holistic guidance in estate and trust planning.
Who Should Take This Exam?
This certification is highly valuable for professionals across the financial services sector, such as:
- Financial Advisors – Broaden your expertise by incorporating trust and estate planning into your services, enabling you to deliver more comprehensive advice to clients.
- Wealth Managers – Strengthen your ability to preserve and grow client wealth across generations, with a focus on tax efficiency and effective asset distribution.
- Estate Planning Attorneys – Gain deeper insights into the financial dimensions of estate planning, allowing you to provide more well-rounded guidance to clients.
- Insurance and Investment Professionals – Expand your skill set to deliver integrated wealth management solutions that seamlessly include trust and estate planning strategies.
Course Outline
The exam covers the following topics:
- Unit 1: Introduction to Estate Planning
- Unit 2: Laws Affecting Estate Planning
- Unit 3: Personal & Intestate Succession Laws in India
- Unit 4: Testamentary Succession
- Unit 5: Trust Planning in India
- Unit 6: International Estate Planning