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AAFM BOARD CERTIFIED Financial Analyst Designate FAD AMERICAN ACADEMY OF FINANCIAL MANAGEMENT Charter & Consultant Chartered & How to obtain Financial Planner Designations FINANCIAL PLANNING COLLEGE FINANCIAL PLANNER CHARTER WEALTH MANAGEMENT AAFM Board Certified or FINANCIAL PLANNER books
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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
If you meet these requirements, please send a resume or CV to resume@financialanalyst.org

 

CTEP – Click here to pay for and Proceed to Process Your Review For The Chartered Trust and Estate Planner CTEP ™ Designation
 

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