Structure and interpretation of family dynamics for effective succession-planning. The Chartered Trust and Estate Planner (CTEP®) Program is an International Certification Course focused on Estate and Trust Planning in Philippine context which forms a very important subset of Personal Finance, Financial Planning, Wealth Planning or Wealth Management. Earning the chartered trust and estate planner credential is a milestone for financial professionals. Drive the Set-Up of the Estate Planning advisory in Private Banking and Wealth Management Domains. The participants get in depth view of Wills, Power of Attorneys and Succession Laws etc. The CTEP test evaluates the knowledge and proficiency of candidates on the topics treated in the curriculum. Chartered Wealth Manager is a professional designation issued by the Global Academy of Finance and Investment. Existing Relationship Managers in Wealth Management/Private Banking who wish to cement their knowledge and achieve a professionally recognized International certification, Independent Advisors who manage HNI clients and wish to enhance their technical skills, Students undergoing their undergraduate or post-graduation course, 12th pass, however certification will be provided on graduation. Designation Essentials; Status: Currently offered and recognized by the issuing organization. Chartered Retirement Planning Counselor (CRPC) is a professional financial planning designation awarded by the College for Financial Planning. Learn more about Trusts, Estate Planning Process, Estate Planning Products, Tax Planning through Trusts etc. How the use of a well-drafted Living Trust that can solve the inherent problems with other estate planning methods; What happens if you don’t have an estate plan for your family; How can probate impact your family if they are forced to use it to handle your estate after your death; How using many common estate planning methods to avoid Probate can still have your estate end up in Probate; What happens if you become incapacitated, and how having a Will does not protect you; How to build a “Castle” around the inheritance you leave to your spouse, partner, children or other heirs that can prevent it from being lost through financial mismanagement, drug, alcohol, or gambling abuse, divorce, death, bankruptcy, and lawsuits; How to protect your “special needs” relative’s inheritance without jeopardizing it to abuse; How to protect your young children from foster care and other hazards if something happens to you; Investment Advisors and Financial Planners, Identifying acquisitions and transfers not subject to estate tax, Applying the different kinds of Trusts in the Philippines, Understanding the Concepts of Wills and Succession, Identifying the formal requisites of donation, Defining the uses of gifts and donations and its prohibitions, Applying installment sales and sales-leaseback for succession, Incorporating family assets for non-tax benefits, Identifying the grounds for termination of SPA. Start Catering to HNI & UHNI Clients along with your existing clientele on Estate Planning. Business Heads from Banks, Mutual Fund Houses, Distribution, Wealth Management, Family Office, Advisory firms etc. Trust and Estate Planning Offers career opportunities in Banks, Wealth Management Boutique Firms, Distribution The offers that appear in this table are from partnerships from which Investopedia receives compensation. Philanthropic Planning, Cross Border Estate Planning, Stock market professionals, trust officers, estate managers, wealth managers, market analysts and brokerage agents can earn this credential. own independent practice as Estate Planner. CTEP® Chartered Trust & Estate Planner is the globally recognized credential for professionals advising on Wills, Trusts, Estate Planning, Succession Planning & Inheritance Planning. stand out of the crowd. Suitable for all those with a finance background who wish to move into Wealth Management business, Product Heads and Managers who wish to learn or reinforce all the technical aspects of the business. This certification comprehensively deals with all the aspects of Estate Planning like Intergenerational Wealth Transfer, Wealth Preservation, Trust Planning, Succession Planning Estate, and Gift Taxation. They must also complete 15 hours of continued education annually to earn credit points suitable to earn this credential. The CTEP curriculum covers topics such as tax planning, trust planning, estate planning, tax treaties, anti-avoidance rules and other related topics. Chartered Trust and Estate Planner (CTEP™) Program is one of the most recognized Estate Planning and Trust Planning certification in American Academy of Financial Management, USA. They must also have a degree in finance, tax, accounting or a related field earned from an accredited program that has been approved by the GAFM. File a complaint about fraud or unfair practices. In-depth knowledge of international Wealth Management, Financial Advisory and Estate Tax Planning that reflects Enquire Now : Mail us at: info@aafmindia.co.in  |  Call us at: +911145120800, +919650159583, Continuing Professional Development Program, Difference Between XIRR-CAGR- IRR- Annualized Return, Cash Flow Statement Vs Fund Flow Statement -Difference Advantage Disadvantage and Uses, Chartered Wealth Manager- Best Short Term International Course in Finance & Wealth Advisory, Computer Based Testing| CBT| Pearson Vue| Assessment Trends, CREDIT CARD DEBT HOW TO PAY |9 TIPS TO ELIMINATE CREDIT CARD DEBT, Difference |CWM |CFP |Chartered Wealth Manager |Certified Financial Planner | Better, Difference between NPV, IRR, MIRR, XIRR and XMIRR. The Chartered Trust and Estate Planner certification is a good fit for a wide range of financial professionals serving upper-income clients, including wealth managers, trust officers, hedge fund managers, brokerage and market analysts, and stock market professionals. CHARTERED TRUST & ESTATE PLANNER TM (CTEP TM) is unique and the only Trust Planning certification in India.. Graduate with recognized degrees / diplomas in Finance, Accounting, Economics, Business, etc.

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