Global Academy of Finance & Management
GAFM® Professional Certification

CTEP™ — Chartered Trust and Estate Planner

GAFM's global certification for trust, estate, and asset protection professionals. Common Law, Civil Law, and offshore structures in a single curriculum.

Open the simulator
● International credential● Verifiable digital credential● Board-level recognition
50
Evaluated rounds
5
Complexity phases
6
Program modules
4
Months of access
The GAFM advantage

Why this certification matters

Triple legal coverage

Common Law, Civil Law, and offshore structures (BVI, Cayman, Jersey, Nevis) in a single curriculum — something no other credential in the industry offers.

Regulatory recognition

Listed in the FINRA Professional Designations Database (USA) and accepted by financial institutions in over 50 countries, with online verifiable credentials.

Dual ISO standard

GAFM was the first financial certification body in the world to simultaneously achieve ISO 9001 (quality) and ISO 29990 (training and education) certifications.

Roles

The roles you assume in the simulation

In each round you make decisions from a different role, with the corresponding level of responsibility.

Trust & Estate Planner
Designing the estate planning structure, selecting vehicles and jurisdictions, coordinating the family's advisors.
Private Banker / Wealth Manager
Asset allocation and custody, aligning products with succession objectives and risk profiles.
Family Officer
Family governance, intergenerational agreements, philanthropy, and family business continuity.
Compliance & Fiduciary Officer
Fiduciary duties, anti-money laundering, FATCA, CRS, and jurisdictional reporting.
International Succession Attorney
Conflict of laws, recognition of trusts in Civil Law jurisdictions, and cross-border estate litigation.
Certification curriculum

The six modules

1. Fundamentals of Trusts & Estates Law
Fiduciary concepts, trust types, and the legal foundation of wealth planning.
2. International Estate Planning & Succession
Cross-border succession, conflict of laws, and cross-jurisdictional recognition of structures.
3. Asset Protection & Private Wealth Structures
Asset protection, holding companies, private foundations, and offshore vehicles.
4. Taxation of Trusts and Estates
Taxation of trusts and estates from a global perspective.
5. Family Governance & Philanthropy
Family governance, intergenerational agreements, and philanthropic structures.
6. Compliance, Ethics & Fiduciary Duties
Fiduciary duties, professional ethics, FATCA, CRS, and FATF recommendations.
What is included

Four months of preparation

  1. 01
    Technical material

    Official CTEP™ certification handbook, available in protected reading mode on the platform.

  2. 02
    Deliberate practice

    Unlimited 4-month access to the simulator: 50 scenarios across 5 complexity phases, with individualized executive feedback.

  3. 03
    Ongoing support

    Direct communication channel with the GAFM® technical team throughout your study period.

  4. 04
    Executive mentorship

    One-on-one 30-minute online session with a GAFM® specialist, scheduled whenever it is most strategic for you.

Your GAFM® Certification in Trust & Estate Planning starts now

Final exam scheduled at the end of the four months, with a verifiable digital credential for those who pass.