Chartered Trust & Estate Planner
The CHARTERED TRUST & ESTATE PLANNER (CTEP ) is unique and the only Trust and Estate Planning certification in India. This certification comprehensively deals with all the aspects of Estate Planning and Trust Planning like Asset Protection, Intergenerational Wealth Transfer, Succession Planning, International Trust Structures, Philanthropic Planning, Cross Border Estate Planning, Estate Tax Planning issues Globally. The participants get in depth view of Wills, Power of Attorneys and Succession Laws etc.
Examination Details
- Examination
- Duration = 2 Hour
- Unit Covered = 1 to 6
- No. of Questions = 80
- Total Marks = 150
- Passing % = 50 %
- No Negative Marking Examination Type - MCQ's (Objective)
OBJECTIVES OF THE COURSE:
- Gain expertise in trust and estate planning, covering trusts, wills, and asset transfer strategies.
- Understand laws and compliance across jurisdictions for effective planning.
- Learn strategies to minimize tax liabilities during wealth transfers.
- Develop abilities to tailor plans to client needs and communicate effectively.
- Apply ethical principles in maintaining client trust and professional integrity.
COURSE SYLLABUS:
This module focuses on company valuation methods and investment analysis techniques. Students learn about discounted cash flow (DCF) analysis, comparable company analysis (CCA), and precedent transactions analysis. Case studies and valuation exercises allow students to practice valuing companies and making investment decisions.