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.

Ask an Expert

All of our content is verified for accuracy by Paul Tracy and our team of certified financial experts. We pride ourselves on quality, research, and transparency, and we value your feedback. Below you'll find answers to some of the most common reader questions about Chartered Trust and Estate Planner (CTEP).

Paul Tracy
Paul Tracy

Paul has been a respected figure in the financial markets for more than two decades. Prior to starting InvestingAnswers, Paul founded and managed one of the most influential investment research firms in America, with more than 2 million monthly readers.

Verified Content You Can Trust
   Certified Experts   5,000+ Research Pages   5+ Million Users