Chartered Trust and Estate Planner (CTEP)

Chartered Trust and Estate Planner (CTEP)

The curriculum for the Chartered Trust and Estate Planner is based on trust and estate planning for resident and non-resident clients. This core group of graduate topics focuses on the major functional issues of high net-worth consulting, ranging from tax, finance to law. The course will cover such planning obstacles as Common Law vs. Civil Law jurisdictions, non-resident alien spouse, and tangible and non-tangible assets in multiple jurisdictions. CTEP Chartered Trust and Estate Planner Certification exam validates candidate’s ability to do the following-

• Tax Planning
• Shams and Step Transactions
• Concepts of Residence and Source
• General Anti Avoidance Regime
• Concepts of Substance and Form and Abuse of Law
• Specific Anti Avoidance Rules
• Controlled Foreign Corporations
• Controlled Foreign Companies Regime
• Thin Capitalization
• Advance Pricing Agreements
• U. S. Tax Treaties, OECD Models, U.N. Models
• The Use of Double Tax Agreements for Avoidance
• Review of Important Tax Cases

Who should take the exam?

The exam is most suitable for the candidate belonging or desiring to become the following-

• Trust Officers
• Hedge Fund Managers
• Family Office Managers
• Private Bankers
• Wealth Managers
• Retail Branch Managers
• Brokerage and Market Analysts
• Investment Advisors and Financial Planners
• Investment Managers and Analysts
• Stock Market Professionals
• Portfolio and Asset Managers
• Financial Marketing Professionals
• Heads of Financial Accounts
• Operation and Planning Managers

Course Outline

The important topics covered in this exam are:

• Personal Financial Planning, Estates, and Risk Management
• The Law of Trusts and Fiduciary Obligations
• International Estate Planning
• International Anti-Avoidance and Tax Treaties

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