Chartered Trust and Estate Planner – Definition

Cite this article as:"Chartered Trust and Estate Planner – Definition," in The Business Professor, updated February 2, 2020, last accessed October 20, 2020,


Chartered Trust And Estate Planner Definition

A Chartered Trust and Estate Planner (CTEP) is a professional who specializes in trust and estate planning. CTEP is also a credential awarded to these professionals by the Global Academy of Finance and Management (GAFM). Upon completion of a study program and passing the qualifying final exam or test, qualified candidates are awarded CTEP.

A Little More on What is Chartered Trust And Estate Planner

The Chartered Trust and Estate Planner (CTEP) credential is awarded to candidates who have a success track record in trust planning and estate planning. The CTEP curriculum covers topics such as tax planning, trust planning, estate planning, tax treaties, anti-avoidance rules and other related topics. GAFM confers this professional designation on candidates who have completed this curriculum and pass the underlying test, this credential indicates that holders have professional knowledge in tax, trust, and estate planning.

Estate and trust planners who desire to attract clients that have a high net-worth are required to have the CTEP professional designation. The course takes candidates through the required processes of estate planning, it also instills in them the necessary skills they need to interact effectively with clients. The CTEP test evaluates the knowledge and proficiency of candidates on the topics treated in the curriculum. This test also evaluates the practical aspects of trust and estate planning.

Chartered Trust and Estate Planner Requirements

There are some specific requirements that a candidate must meet before they earn the Chartered Trust and Estate Planner (CTEP) professional designation. The requirements are;

  • Candidates must have in-depth knowledge in the estate or trust planning. Candidates must specialize in this area.
  • They must have a degree in tax, accounting, finance or any other related discipline.
  • They must have a minimum of three years of experience working with trusts and estates.

For candidates that do not meet the education requirements to earn this credential, GAFM requires that they complete a number of courses and pass the exams successfully. They must also complete 15 hours of continued education annually to earn credit points suitable to earn this credential.

The Chartered Trust and Estate Planner professional certification can be earned by diverse professionals who have high net-worth clients. Stock market professionals, trust officers, estate managers, wealth managers, market analysts and brokerage agents can earn this credential.

Earning the chartered trust and estate planner credential is a milestone for financial professionals. This credential show holders and people with in-depth knowledge and expertise in trust and estate planning.

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