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Chartered Trust and Estate Planner® (CTEP®)

Chartered Trust and Estate Planner® (CTEP®)

Free Practice Test

FREE
  • TypeExam Format
  • No. of Questions40
  • AccessImmediate
  • Access DurationLife Long Access
  • Exam DeliveryOnline
  • Test ModesPractice

Practice Exam

$9.99
  • TypeExam Format
  • No. of Questions538
  • AccessImmediate
  • Access DurationLife Long Access
  • Exam DeliveryOnline
  • Test ModesPractice, Exam

Online Course

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  • Content TypeVideo
  • DeliveryOnline
  • AccessImmediate
  • Access DurationLife Long Access
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Chartered Trust and Estate Planner (CTEP)


The curriculum for the Chartered Trust and Estate Planner is based on trust and estate planning for resident and non-resident clients. This core group of graduate topics focuses on the major functional issues of high net-worth consulting, ranging from tax, finance to law. The course will cover such planning obstacles as Common Law vs. Civil Law jurisdictions, non-resident alien spouse, and tangible and non-tangible assets in multiple jurisdictions. CTEP Chartered Trust and Estate Planner Certification exam validates candidate’s ability to do the following-

  • Tax Planning
  • Shams and Step Transactions
  • Concepts of Residence and Source
  • General Anti Avoidance Regime
  • Concepts of Substance and Form and Abuse of Law
  • Specific Anti Avoidance Rules
  • Controlled Foreign Corporations
  • Controlled Foreign Companies Regime
  • Thin Capitalization
  • Advance Pricing Agreements
  • U. S. Tax Treaties, OECD Models, U.N. Models
  • The Use of Double Tax Agreements for Avoidance
  • Review of Important Tax Cases


Who should take the exam?

The exam is most suitable for the candidate belonging or desiring to become the following-

  • Trust Officers
  • Hedge Fund Managers
  • Family Office Managers
  • Private Bankers
  • Wealth Managers
  • Retail Branch Managers
  • Brokerage and Market Analysts
  • Investment Advisors and Financial Planners
  • Investment Managers and Analysts
  • Stock Market Professionals
  • Portfolio and Asset Managers
  • Financial Marketing Professionals
  • Heads of Financial Accounts
  • Operation and Planning Managers


Course Outline

The important topics covered in this exam are:

  • Personal Financial Planning, Estates, and Risk Management
  • The Law of Trusts and Fiduciary Obligations
  • International Estate Planning
  • International Anti-Avoidance and Tax Treaties


Enrich and enhance your skills to qualify Chartered Trust and Estate Planner® (CTEP®) exam with hundreds of practice exam. Start a Free Practice Test Now!

Exam Format and Information

Exam Name Chartered Trust and Estate Planner®

Exam Code CTEP
Exam Duration 120 minutes
Exam Format Multiple Choice and Multiple Responses
Exam Type Finance
Number of Questions 60 Questions
Eligibility/Prerequisite NIL
Exam Fee $250 USD
Exam Language English

Pass Score Answers must be 100% correct for credit.

There is no partial credit given or deductions for

incorrect answers. You will receive a document containing

a general pass or fail result, and an indication as to which sections

you passed or failed.

 

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