Chartered Trust And Estate Planner
Contents
Demystifying the Chartered Trust and Estate Planner Certification
Exploring the Chartered Trust And Estate Planner Accreditation
What is a Chartered Trust And Estate Planner
The Chartered Trust and Estate Planner certification, offered by the Global Academy of Finance and Management (GAFM), is a professional accreditation aimed at financial professionals specializing in trust and estate planning.
Breaking Down Chartered Trust And Estate Planner
The Chartered Trust and Estate Planner designation signifies successful completion of a rigorous curriculum and testing program provided by GAFM. This credential evaluates professionals' competency in various aspects of trust and estate planning, including the use of trusts, estate planning processes, and communication skills necessary for serving high net worth clients.
Legal and financial topics covered in the curriculum include tax planning, anti-avoidance rules, controlled foreign corporations, and U.S. tax treaties. The certification program also addresses the unique needs of international clients.
Chartered Trust and Estate Planner Requirements
Professionals seeking the Chartered Trust and Estate Planner certification must meet specific criteria outlined by GAFM. Eligibility requirements include a minimum of three years of experience in trusts and estates and a relevant degree from an accredited program approved by GAFM.
Candidates who do not meet educational prerequisites can fulfill requirements through GAFM courses and a comprehensive exam. Additionally, ongoing education and executive certification training programs are mandatory for certification renewal and advancement.
Financial professionals such as wealth managers, trust officers, hedge fund managers, and analysts can benefit from earning the Chartered Trust and Estate Planner accreditation, enhancing their expertise and credibility in serving upper-income clients.