Home Home Professional Development
Home Principles About Us Certification Certificate Processing Certificate Processing Online Testing Contact PartnershipwithASME Online Application
Login journal Affiliation and Partners Flexible Program Scope Excellence Award Lerning Fellow Partnership IPPA  



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 INFOIATOPL@IATOPL.ORG a detail of your credentials, degrees, experience or qualifications: so that we can make a review and determination.


Copyright © 2020 International Accreditation and Training Organization of Professional License