The CTEP® certification is a globally recognized credential designed for professionals advising on wills, trusts, estate planning, succession planning, and inheritance planning. It equips professionals with the knowledge and expertise to manage and create trusts, wills, and succession plans, mastering the art and science of inter-generational wealth transfer.
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Requirements
Requirements: Candidates must have a bachelor's degree from an accredited institution. The certification examination is conducted by Pearson Vue across their examination centres..
Outcomes
Outcomes: Upon completion, participants will have enhanced skills in trust and estate planning, preparing them for roles such as Chartered Trust and Estate Planner, Estate Planning Advisor, and Wealth Management Consultant.
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