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American Academy of Financial Management
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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:
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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
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5 or more approved and related courses
from an AACSB
; ACBSP
, Equis or ABA accredited business school, law school,
or AAFM sanctioned program
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