AAFM Board Certified Trust and Estate Financial Analyst Designate
  American Academy of Financial Management
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American Academy of Financial Management ™

Chartered Trust and Estate Planner CTEP ™

Designation: Chartered Trust and Estate Planner
Acronym and Post Nominal Letters: CTEP

Prerequisites/Experience Required Candidate has 3 years experience in estate planning and trusts.

Educational Requirements Eligible candidates must successfully complete at least one of the following:

  • AAFM-approved degree (graduate or undergraduate) in finance, tax, accounting, financial services, law or a CPA, MBA, MS, PhD, or JD from an accredited school or organization
  • 5 or more approved and related courses from an AACSB ; ACBSP , Equis or ABA accredited business school, law school, or AAFM sanctioned program
  • AAFM Executive Certification training course. Accredited Law Program - International Courses Online

    *Examination Type Varies according to educational requirement above
    *Continuing Education/Experience Requirements 15 hours per year See CE Rules