Chartered Trust and Estate Planner FAQs

Here are some of the Chartered Trust and Estate Planner Frequently Asked Questions which will give you more insights of the exam

What is the Chartered Trust and Estate Planner Exam?

The Chartered Trust and Estate Planner exam is based on estate planning and trust for resident as well as non-resident clients. It mainly focuses on the functional issues of high net worth consulting, involving tax, finance, and law.

What is the duration of the exam?

The CTEP exam is of 120 minutes

What is the exam format?

The questions come in multiple choices/responses

What does the exam costs?

The exam fee is $250 USD

Who should take the exam?

This exam is most appropriate for-

Planning and Operation Managers

Finace Marketing Professionals

Financial Accounting Head

Stock Market Professional

Portfolio and Asset managers

Analysts and Investment Managers

Financial Planners and Investment Advisors

Retail Branch Managers Market and Brokerage Analysts Private Bankers

Wealth Managers

Hedge Fund Managers

Trust Officers

FamilyOffice Managers

What are the prerequisites for the exam?

Candidates must possess two of the following prerequisites

Professional experience of three years
A degree which is recognised by the government such as a degree, MBA/Masters, a Law Degree, any PhD, CPA, licenses, a recognised designation or a specialized work
A related degree that is approved by GAFM and authorized university program
Executive Certificatio n Training Programs completion

Candidates must have submitted the following educational requirements

GAFM Certification Application that will show your education is from an GAFM-qualified education provider
Reliable evidence of enrollment, application, and completion of the degree and exams authorized or sanctioned by a government program
Reliable evidence of any work experience, diplomas, certifications, designations, government training/work, research, teacher work.