Practice Exam
Chartered Trust and Estate Planner® (CTEP®) Exam

Chartered Trust and Estate Planner® (CTEP®) Exam

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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

Key Features

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How learners rated this courses

4.9

(Based on 58 reviews)

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Reviews

Alice Montgomery

The questions covered taxation, estate planning, and trust law wonderfully. A very helpful practice session.

Natalie Brooks

Really impressed with the clarity and accuracy of the questions. It boosted my understanding of key estate planning concepts.

Henry Lawson

The exam felt detailed and professional, making it an excellent preparation resource for the CTEP exam.

Henry Lawson

The exam felt detailed and professional, making it an excellent preparation resource for the CTEP exam.