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Exam Code: CTEP
Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
Updated: Oct 07, 2026
Q & A: 472 Questions and Answers
CTEP Free Demo download
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| Section | Objectives |
|---|---|
| Topic 1: Trust and Estate Planning Fundamentals | - Principles of estate planning - Wealth transfer mechanisms - Types and structures of trusts |
| Topic 2: Ethics and Professional Standards | - Ethical practices in wealth advisory - Regulatory and compliance frameworks |
| Topic 3: Wealth Preservation and Asset Protection | - Risk management in estate planning - Asset protection strategies |
| Topic 4: Trust Administration and Fiduciary Duties | - Fiduciary standards and compliance - Trustee responsibilities and obligations |
| Topic 5: Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |
| Topic 6: Taxation in Estate Planning | - Estate and inheritance taxation concepts - Gift tax rules and exemptions - Cross-border taxation considerations |
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