American Academy of Financial Management  
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International Professional License Accreditation Council

CTEP  Certificate of Trust & Estate Planner
IPLAC Board Certificate

Certificate of Trust & Estate Planner (CTEP)

Prerequisites/Experience Required Candidate has 3 years experience in estate planning and trusts. Educational Requirements Eligible candidates must successfully complete at least one of the following: approved degree (graduate or undergraduate) in finance, tax, accounting, financial services, law or a CPA, MBA, MS, PhD,or JD from an accredited school or organization 5 or more approved and related courses from an AACSB ; ACBSP , Equis or ABA accredited business school, law school, or online approved law training. To email a detail of your credentials, degrees, experience or qualifications:so that we can make a review and Determination