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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.

 

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