Chartered Trust And Estate Planner


The curriculum for the Chartered Trust and Estate Planner encompasses trust and estate planning concerns of resident and non-resident clients and families. This core group of topics focuses on the major functional issues of high net-worth consulting, ranging from tax, finance to law. A critical aspect of this course is addressing the interpersonal skills crucial to of advising the wealthy individual or family. The course will cover such planning obstacles as Common Law vs. Civil Law jurisdictions, non-resident alien spouse, and tangible and non-tangible assets in multiple jurisdictions. Use of trust as wealth planning and tax planning tools


On successful completion of the program, you would be awarded the professional certification in “CHARTERED TRUST AND ESTATE PLANNER”by AAFM and EduEdgePro.


  • Understand the various Wealth Transfer Techniques
  • Learn more about Trusts, Estate Planning Process, Estate Planning Products, Tax Planning through Trusts etc.
  • Start Catering to HNI & UHNI Clients along with your existing clientele on Estate Planning.
  • Enter into the spectrum of Trust and Estate Planning Products
  • Issues like how to create estate plans for minors, handicapped and other special situations.
  • Ensures an in-depth knowledge of international Wealth Management, Financial Advisory and Estate Tax Planning that reflects the cross-border connections and wealth transfer alternatives available to wealth owners
  • Developing higher level skills in Estate Planning, Trust Formation, Succession Planning, Family Governance Structure and interpretation of family dynamics for effective succession-planning.
  • Building estate planning proposition for consumer banking domain and creating an estate planning platform for estate advisory services


  • Bridge the Relationship Gap:
    Leverage the CTEPTM Designation to open new doors of HNI, Ultra HNI and Private Banking Clients, earn trust by sharing your expertise, and enhance your credibility with a CTEP TM designation.
  • Distinguish Your Practice:
    Your ability to deliver “real value” further differentiates you from your competition. Your enhanced skills to advise on Estate, Trust and Succession Planning would help you to add new revenue streams to your advisory business.
  • Create Top-of-Mind Awareness:
    Nurturing relationships with your client network is simplified by becoming a valuable resource on estate and trust planning a virgin area in Financial Advisory services in India.
  • Create Added Visibility and Credibility:
    The on-line member directory allows you to be listed among other prominent client-centered wealth planners, financial advisors, lawyers and estate planners who are committed to excellence in wealth advisory


  • Chartered Accounts
  • Lawyers
  • Financial Advisors
  • Wealth Managers
  • Investment Advisors
  • MBA’s
  • Finance Professional & Bankers

Fast Facts

  • Certified by : Moody’s Analytics and EduEdgePro
  • Broad Coverage:
  • Introduction to Estate panning
  • Legalities Of Succession Planning
  • Indian Tax Laws
  • Trust Planning In India
  • Advanced Estate and Succession Planning
  • International Trust and Estate Planning


  • Concept of Estate Planning
  • Estate Planning Process:
  • Steps in Estate Planning
  • Tools of Estate Planning
  • Business Succession Planning
  • Life Objectives Goal Setting
  • Philanthropy and Charitable Planning
  • Meaning and Essentials of a Contract
  • Law of Agency
  • Formation of Companies
  • Anti-Money Laundering
  • Islamic Sharia Banking
  • Hindu Personal Law
  • Muslim Personal Law
  • Hindu and Muslim inheritance acts
  • This unit reviews the Indian Tax Laws. The unit begins with a review of the role these taxes play in the current tax regime along with a detailed discussion of how the taxes are calculated. The gift tax asset transfer issues then will be analyzed in depth with specific attention to what constitutes a taxable transfer, role gift-giving plays in an overall estate plan. The remainder of the course will analyze the capital gains tax and tax planning techniques. Specific attention will also be given to available tax deductions and credits
  • Trust
  • Trust for Un-Born Person
  • Trust for Wife, Children and Other Relatives
  • Oral Trust
  • Private Religious Trust
  • Discretionary Trust
  • Living Trust
  • Religious and Charitable Trusts
  • 100 per cent Specific Beneficiary Trust
  • Private Business Trust
  • Society as a form of charitable Organization
  • Wills and Succession Planning
  • Intestate Succession
  • Transfer of Property
  • HUF as Estate Planning tool
  • Business Succession Planning
  • Creating Estate Plan Solutions
  • Trust and Estate Planning in USA, UK and Singapore
  • Trust and Estate Planning tools and processes globally
  • Inheritance Tax concerns Internationally
  • Tools of Succession Planning, Trust Planning and Estate Planning




Let us bring our classes to you! Our in-house training are ideal for groups of 10 or more people. We can provide Off-the-shelf training in the form of our classic courses, or we can provide bespoke training, tailored to your organisational goals and objectives. Please contact us for further details

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