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Chartered Trust and Estate Planner (CTEP)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Global Academy of Finance & Management (GAFM)
Qualification and Training Requirements
Prerequisites

Candidates must meet both of the following prerequisites:

  • 1) one of the following:
    • qualifying accredited degree in the relevant area of expertise from an ACBSP-, AACSB-, ABA- or CHEA-recognized program;
    • completion of GAFM-approved accredited training program; or
    • CPA, accounting license, law license, MBA, MS, PhD, DBA or JD from an accredited school or organization; and
  • 2) three years of related work experience.
Designation Training Requirements

None
Designation Exam Type

None
Continuing Education Requirements

15 hours annually
Verification and Complaints
Online Designation Resource

Online at Certification Lookup
Investor Complaint Process

Via email or phone. See Membership Complaint – Status and Designations.
Published List of Disciplined Designees

None