Chartered Trust & Estate Planner (CTEP) Certification Examination
- Product Code: ctep
- Exam Questions: 279
- Vendor: aafm
$9.99
$12.99- Updated At: Nov 14, 2024
Chartered Trust & Estate Planner (CTEP) Certification Examination
The Chartered Trust and Estate Planner (CTEP) certification exam is designed for individuals who specialize in estate planning, trust planning, and wealth management.
Focus
The Chartered Trust & Estate Planner (CTEP) Certification Examination certification focuses on Estate Planning, Trust Planning and Wealth Management
Exam Duration
The Chartered Trust & Estate Planner (CTEP) Certification Examination exam duration is N/A
Num of Question
The exam contains a total of N/A
Exam Fee
The exam fee is $895 (exam fee) + $199 (AAP exam fee, for CFP and ACA,).
Exam Validity
The CCRN-Pediatric certification is valid for 3 years.
Prior Certification
- None
Exam Format
The Chartered Trust & Estate Planner (CTEP) Certification Examination exam is a Multiple-choice format exam
Passing Conditions
To pass Chartered Trust & Estate Planner (CTEP) Certification Examination exam, applicants must achieve a minimum score of Candidate must score at least 70 out of 100
Who Should Take
Professionals in the trust and estate planning industry, including CPAs, attorneys, wealth management professionals, and financial planners
- Trust Administrator
- Wealth Manager
- Financial Planner
- Estate Planning Attorney
- CPA
Prerequisites
N/A
Or can substitute with certifications:
- CFP certification or equivalent experience/education
- ACA certification or equivalent experience/education
Certification Process
- Apply for the CTEP certification through the American Academy of Financial Management (AAFM) website.
- Complete the application and provide the required documentation and payment.
- Once the application is approved, the candidate will be allowed to schedule the exam.
- Pass the CTEP certification exam with a score of at least 70%.
- Maintain the certification by fulfilling continuing education requirements and paying the renewal fees.
Domains with Weights
- Estate Planning (30%): This domain covers the knowledge and skills required for estate planning, including tax-efficient planning, probate avoidance, and retirement planning.
- Trust Planning (25%): This domain covers the knowledge and skills required for trust planning, including creating and managing trusts, trust administration, and trust taxation.
- Wealth Management (20%): This domain covers the knowledge and skills required for wealth management, including investment planning, risk management, and portfolio management.
- Financial Planning (15%): This domain covers the knowledge and skills required for financial planning, including financial analysis, financial goal setting, and financial conflict management.
- Ethics and Professional Standards (10%): This domain covers the knowledge and skills required for ethics and professional standards, including professional conduct, confidentiality, and regulatory compliance.
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