Chartered Trust and Estate Planner® (CTEP®)

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

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