What is a Chartered Trust and Estate Planner (CTEP)?

The Chartered Trust and Estate Planner (CTEP) accreditation is issued by the American Academy of Financial Management (AAFM) for financial professionals who have demonstrated expertise in dealing with trusts and estate planning.

How Does a Chartered Trust and Estate Planner (CTEP) Work?

In order to be considered for CTEP certification, you must have the following prerequisites:

  • Minimum three years experience with trusts and estate planning,
  • Completion of graduate or undergraduate studies in finance, tax, accounting, and law or
  • Obtain a CPA, MBA or MS from an accredited university

If the higher education prerequisites are not met, the candidate will be required to complete five courses designated by the AAFM in addition to passing a comprehensive examination and completing 15 hours of continuing education each year.

Why Does a Chartered Trust and Estate Planner (CTEP) Matter?

The CTEP accreditation enhances the professional image and quality of business provided by financial professionals.

A CTEP-qualified estate planner or financial professional can play an important role in planning the distribution of an estate owner's trusts and assets.