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AAFM Board Certified Financial Analyst Designate and Financial Planner Association Chartered Certification & Financial lanning College & Training Worldwide
CTEP ™Chartered Trust and Estate Planner
AAFM Board Certification
The
CTEP ™Chartered Trust and Estate Planner Board Certification is for individuals who have:
1
Successfully completed an Accredited Degree
Masters degree, law degree, CPA, PhD who have education in Trust - Tax & estates or succession law or have relevant designations or
2
3 or more years membership in an official trust and estate planning society where you have passed relevant exams or
3
5 or more years of estate planning and trust experience
4
Willing to Engage in 15 flexible hours of continued education per year & Abide by the AAFM ethics guidelines.
See CE Rules
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Asian Academy of Financial Management - Asian Wealth Manager AWM ™ Wealth Management Association ™