CTEP Certification Trust Estate Planning Trust Tax and Estate Planner AAFM BOARD CERTIFIED Financial Analyst Designate FAD AMERICAN ACADEMY OF FINANCIAL MANAGEMENT Charter & Consultant Chartered & How to obtain Financial Planner Designations FINANCIAL PLANNING COLLEGE FINANCIAL PLANNER CHARTER WEALTH MANAGEMENT AAFM Board Certified or FINANCIAL PLANNER books

Designation: Chartered Trust and Estate Planner ™
Acronym and Post Nominal Letters: CTEP ™

Prerequisites/Experience Required Candidate has 3 years experience in estate planning and trusts.

Educational Requirements Eligible candidates must successfully complete at least one of the following:

AAFM-approved degree (graduate or undergraduate) in finance, tax, accounting, financial services, law or a CPA, MBA, MS, PhD, or JD from an accredited school or organization
5 or more approved and related courses from an AACSB ; ACBSP , Equis or ABA accredited business school, law school, or AAFM sanctioned program
AAFM Executive Certification training course. Online Approved Law Training

*Examination Type Varies according to educational requirement above
*Continuing Education/Experience Requirements 15 hours per year See CE Rules

Click Here to email a details of your credentials, degrees, experience or qualifications: so that we can make a Review and Determination

CTEP - Proceed to Process Your "Fast Track" Review For The Chartered Trust and Estate Planner CTEP ™ Designation and please send all of your resume details also.