Chartered Trust and Estate Planner (CTEP)

Summary:

As a prerequisite for being considered for this designation, an advisor must first have at least three years experience with trusts and estate planning. The candidate must also have completed undergraduate or graduate studies in finance, tax, accounting, and law or obtain a CPA, MBA, Masters of Science (MS) from an accredited university. If higher education requirement is not met, the candidate must complete five courses offered by the AAFM. The candidate must also pass a comprehensive examination, and agree to complete 15 hours of continued education per year.

Issuing Organization:

American Academy of Financial Management (AAFM)

Website:

www.financialanalyst.org

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Other Financial Advisor Designations:

Accredited Asset Management Specialist (AAMS)
Accredited Business Accountant (ABA)
Accredited Buyer Representative (ABR)
Accredited Buyer Representative Manager (ABRM)
Accredited Estate Planner (AEP)
Accredited Farm Manager (AFM)
Accredited Financial Counselor (AFC)
Accredited Land Consultant (ALC)
Accredited Management Organization (AMO)
Accredited Residential Manager (ARM)
Accredited Rural Appraiser (ARP)
Accredited Senior Appraiser (ASA)
Accredited Tax Advisor (ATA)
Accredited Tax Preparer (ATP)
Accredited Wealth Management Advisor (AWMA)
Associate of the Casualty Actuarial Society (ACAS)
Associate of the Conference of Consulting Actuaries (ACA)
Associate of the Society of Actuaries (ASA)
Board Certified in Estate Planning (BCE)
Board Certified in Insurance (BCI)
Board Certified in Mutual Funds (BCMF)
Board Certified in Securities (BCS)
Certified Annuity Advisor (CAA)
Certified Annuity Consultant (CAC)
Certified Annuity Specialist (CAS)
Certified Asset Protection Planner (CAPP)
Certified Buyer Representative (CBR)
Certified College Planning Specialist (CCPS)
Certified Commercial Investment Member (CCIM)
Certified Divorce Financial Analyst (CDFA)
Certified Divorce Planner (CDP)
Certified Employee Benefit Specialist (CEBS)
Certified Estate Advisor (CEA)
Certified Estate Planner (CEP)
Certified Federal Employee Benefits Specialist (CFEBS)
Certified Financial Planner (CFP)
Certified Financial Services Security Professional (CFSSP)
Certified Fund Specialist (CFS)
Certified IRA Services Professional (CISP)
Certified International Property Specialist (CIPS)
Certified Investment Management Analyst (CIMA)
Certified Investment Management Consultant (CIMC)
Certified Investment Specialist (CIS)
Certified Management Accountant (CMA)
Certified Manager of Community Associations (CMCA)
Certified Pension Consultant (CPC)
Certified Philanthropic Development (CPhD)
Certified Property Manager (CPM)
Certified Public Accountant (CPA)
Certified Real Estate Appraiser (CREA)
Certified Real Estate Brokerage Manager (CRB)
Certified Regulatory Compliance Manager (CRCM)
Certified Retirement Administrator (CRA)
Certified Retirement Counselor (CRC)
Certified Retirement Financial Advisor (CRFA)
Certified Retirement Services Professional (CRSP)
Certified Senior Advisor (CSA)

Certified Senior Consultant (CSC)
Certified Senior Specialist (CSS)
Certified Tax Specialist (CTS)
Certified Trust & Financial Advisor (CTFA)
Certified Wealth Preservation Planner (CWPP)
Certified in Financial Management (CFM)
Certified in Long-Term Care (CLTC)
Chartered Advisor for Senior Living (CASL)
Chartered Alternative Investment Analyst (CAIA)
Chartered Asset Manager (CAM)
Chartered Estate Planning Practitioner (CEPP)
Chartered Federal Employee Benefits Specialist (ChFEBS)
Chartered Financial Analyst (CFA)
Chartered Financial Consultant (ChFC)
Chartered Investment Counselor (CIC)
Chartered Life Underwriter (CLU)
Chartered Mutual Fund Counselor (CMFC)
Chartered Portfolio Manager (CPM)
Chartered Property Casualty Underwriter (CPCU)
Chartered Retirement Planning Counselor (CRPC)
Chartered Retirement Plans Specialist (CRPS)
Chartered Trust and Estate Planner (CTEP)
Chartered Wealth Manager (CWM)
Community Insurance and Risk Management Specialist (CIRMS)
Elder Care Specialist (ECS)
Enrolled Actuary (EA)
Enrolled Agent (EA)
Estate Planning Law Specialist (EPLS)
Fee Based Financial Advisor
Fee Only Financial Advisor
Fellow of the American Society of Pension Actuaries (FSPA)
Fellow of the Casualty Actuarial Society (FCAS)
Fellow of the Conference of Consulting Actuaries (FCA)
Fellow of the Society of Actuaries (FSA)
Financial Analyst Designate (FAD)
Group Benefits Associate (GBA)
Large-Scale Manager (LSM)
Life Underwriter Training Council Fellow (LUTCF)
Master Financial Professional (MFP)
Master Government Appraiser (MGA)
Member of the American Academy of Actuaries (MAAA)
Member of the American Society of Pension Actuaries (MSPA)
Member of the Conference of Consulting Actuaries (MCCA)
Personal Financial Specialist (PFS)
Professional Community Association Manager (PCAM)
Professional Plan Consultant (PPC)
Qualified Financial Planner (QFP)
Registered Employee Benefits Consultant (REBC)
Registered Financial Associate (RFA)
Registered Financial Consultant (RFC)
Registered Financial Planner (RFP)
Registered Financial Specialist (RFS)
Registered Health Underwriter (RHU)
Retirement Income Certified Professional (RICP)
Retirement Plans Associate (RPA)
Wealth Management Specialist (WMS)

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