Chartered Trust and Estate Planner® (CTEP®) Practice Exam

Chartered Trust and Estate Planner® (CTEP®)

About Chartered Trust and Estate Planner Certification

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 spouses, and tangible and intangible assets in multiple jurisdictions.

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 Structure

1. Personal Financial Planning, Estates, and Risk Management

Introduction to Offshore Variable Life Insurance

Offshore Holding Structures

Asset Protection Benefits

Investment Management Benefits and Flexibility

Tax Benefits


The IRC 953 (d) Election

Diversification and Investor Control

Due Diligence Requirements

Gathering Information

Prequalification and Placing the Offshore Policy

2. The Law of Trusts and Fiduciary Obligations

Uses of trusts.

Distinction between a trust and a power.

Discretionary trusts.

Certainty, the beneficiary principle and purpose trusts.

Charitable trusts.

Unincorporated associations and pension funds.

Secret trusts and mutual wills.

Resulting and constructive trusts.

Breach of trust. Breach of fiduciary duty.

Tracing, and strangers to the trust.

Appointment and removal of trustees.

Duties of trustees.

Termination and variation of trusts.

3. International Estate Planning

Income, Gift and Estate Taxation and Planning

Charitable contribution deduction under U.S. tax laws

Taxation of non-residents and non-domiliciaries

4. International Anti-Avoidance and Tax Treaties

Anti-avoidance provisions 

The current state of the law in selected countries

What do we offer?

  • Full-Length Mock Test with unique questions in each test set
  • Practice objective questions with section-wise scores
  • An in-depth and exhaustive explanation for every question
  • Reliable exam reports evaluating strengths and weaknesses
  • Latest Questions with an updated version
  • Tips & Tricks to crack the test
  • Unlimited access


What are our Practice Exams?

  • Practice exams have been designed by professionals and domain experts that simulate exam scenario.
  • Practice exam questions have been created on the basis of content outlined in the official documentation.
  • Each set in the practice exam contains unique questions built with the intent to provide real-time experience to the candidates as well as gain more confidence during exam preparation.
  • Practice exams help to self-evaluate against the exam content and work towards building strength to clear the exam.
  • You can also create your own practice exam based on your choice and preference 


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