Chartered Trust & Estate Planner (CTEP®) Certification

Become a certified expert in inheritance, wills, and succession planning.

Advanced Last updated Feb 2026 English
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Why structured preparation makes all the difference

Majority of professionals face difficulty with estate and trust planning, not because they are incapable, but rather because:

  • They do not use organized estate planning framework when studying finance
  • Rather than client applicable, concepts remain theoretical
  • Knowledge about trust, taxation, succession, and legal structures is incomplete and disconnected
  • There is no clear path connecting long-term succession planning, individual wealth, and family legacy.

How we help you succeed:

This course teaches you to cultivate the mindset of an estate planner. You understand when and why different trust structures, tax solutions, and succession strategies are used, connect legal and financial perspectives into one advisory approach, and apply concepts to real client’s situation.  

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Program Overview

This CTEP® certification is India’s only certification that teaches you everything about estate planning in one place – including how to make wills, plan who gets the wealth after you, create and manage trust, organize family wealth, transfer wealth to the next generation, and handle estate-related taxes.

By providing you complete overview of the legal, financial, and practical aspects of estate and trust planning, the CTEP® program teaches you how to create, organize, and give advice on actual family wealth strategies.

This is not any old finance course. It is a career-defining certification for professionals who want to handle complex family wealth, succession challenges, and long-term legacy planning with authority and confidence.

Trusted & Recognised Worldwide

Is this program right for you?

  • Financial Advisors, Wealth Managers, Attorneys, Private Bankers, Relationship Managers

  • People from Banks, NBFCs, Broking houses, Mutual Funds, Insurance and Distribution houses.

  • Those with a finance background who wish to move into Wealth Management business

  • Product Heads and Managers 

  • Business Heads from Banks, Mutual Fund Houses, Distribution, Wealth Management, Family Office, Advisory firms etc.

  • Existing Relationship Managers in Wealth Management/Private 

  • Independent Advisors who manage HNI clients 

  • Students undergoing their undergraduate or post-graduation course

Our Alumni(s) Placed at

Knowledge You Will Gain

  • How succession laws, bankruptcy, divorce, etc. affect a client’s estate and inheritance planning
  • Technical legal language underpinning private client matters
  • Benefits of making a will and how dying intestate affects the direction of a client’s wealth
  • The processes involved in administrating a client’s estate and the executor’s role
  • The variety of trust structures commonly found in private client work in India
  • Regulatory aspects relating to India trusts and the obligations of trustees under the India Trust Act
Industry-relevant skills you’ll master

  • Estate & Succession Planning Expertise

  • Trust Structuring & Management Skills

  • Wealth Transfer & Legacy Planning

  • Tax & Regulatory Advisory Skills

  • Client Advisory & Relationship Management

  • Business Succession Planning

  • Cross-Border & International Planning Awareness

  • Philanthropic & Charitable Planning

Program curriculum
65 Lessons 11:38:43 Hours
Level-1
  • Chapter 1 - Introduction to Estate planning
    .
  • Chapter 2 - Introduction to Estate planningEstate Planning Process
    .
  • Chapter 3 - Goal Setting
    .
  • Chapter 4 - The Basic Tools of Estate Planning
    .
  • Chapter 5 - Business Succession Planning
    .
  • Chapter 6 - Philanthropy and Charitable Planning
    .
  • 1. CTEP® Orientation by Mr. Jitesh Kapoor
    00:39:04
  • Chapter 1 - Introduction to Law
    .
  • Chapter 2 - Meaning and Essentials of a Contract
    .
  • Chapter 3 - Law of Agency
    .
  • Chapter 4 - Formation of Companies
    .
  • Chapter 5 - Various Acts
    .
  • Chapter 6 - Anti Money Laundering And Due Diligence
    .
  • Chapter 7 - Hindu Personal Law
    .
  • Chapter 8 - Muslim Personal Law
    .
  • 2. Introduction of Chartred Trust & Estate Planner - By Mr Sudhir Sinha
    02:38:08
  • Chapter 1 - Introduction
    .
  • Chapter 2 - Indian Succession Act, 1925
    .
  • Chapter 3 - Hindu Succession Act
    .
  • Chapter 4 - Coparcenary Property Under HSA
    .
  • Chapter 5 - Succession in Case of Males Under HSA
    .
  • Chapter 6 - Succession in Case of Females Under HSA
    .
  • Chapter 7 - Minority and Guardianship Act 1956
    .
  • Chapter 8 - The Hindu Adoption and Maintenance Act, 1956
    .
  • Chapter 9 - Mitakshara and Dhayabaga Schools of Hindu Law
    .
  • Chapter 10 - Muslim Law
    .
  • Chapter 11 - Gifts Under Muslim Law
    .
  • Chapter 12 - Wakfs Under Muslim Law
    .
  • Chapter 13 - Goa Civil Code
    .
  • 3- Chartered Trust Estate Planner CTEP By Dr. Deepak Jain
    02:45:35
  • Chapter 1 - Introduction to Testamentary Succession
    .
  • Chapter 2 - Eligibility and Capacity to Make a Will
    .
  • Chapter 3 - Different Types of WILLS
    .
  • Chapter 4 - Execution, Attestation and Registration of Wills
    .
  • Chapter 5 - Revocation, Alteration and Revival of Wills
    .
  • Chapter 6 - Beneficiaries and Bequests Under a Will
    .
  • Chapter 7 - Property Subject to Testamentary Disposition
    .
  • Chapter 8 - Probate and Letters of Administration
    .
  • Chapter 9 - Drafting a Legally Valid Will
    .
  • Chapter 10 - Special Considerations for Testamentary Succession
    .
  • Chapter 11 - NRI Wills
    .
  • Chapter 12 - Executing a Will
    .
  • Chapter 13 - Tax Implications of Succession
    .
  • 4. Chartered Trust Estate Planner CTEP By Dr. Deepak Jain
    02:40:07
  • Chapter 1 - Foundations and Legal Framework
    .
  • Chapter 2 - Creation and Management of Trusts
    .
  • Chapter 3 - Managing Trust Property and Assets
    .
  • Chapter 4 - Trust for UnBorn Person and other Relatives
    .
  • Chapter 5 - Regulatory and Compliance Considerations
    .
  • Chapter 6 - Oral and Specific Beneficiary Trusts
    .
  • Chapter 7 - Religious and Charitable Trusts
    .
  • Chapter 8 - Practical Considerations and Advanced Topics
    .
  • Chapter 9 - Modern Challenges and Future Considerations
    .
  • 5. Chartered Trust Estate Planner CTEP By Dr. Deepak Jain
    02:55:49
  • Chapter 1 - Estate Planning in Singapore
    .
  • Chapter 2 - Estate Planning in the UK
    .
  • Chapter 3 - Estate Planning in the US
    .
  • Chapter 4 - Estate Planning in the UAE
    .
  • Chapter 5 - FEMA Regulations in Estate Planning
    .
Eligibility & entry requirements
  • Candidates who have passed 12th standard are eligible to register for the course.
  • Graduation is mandatory to be eligible for certification

Trusted by Industry Professionals

Subhradip Bhowmick

Subhradip Bhowmick

Founder

Esbee Sharpe Investment Service

Rohit Khatri

Rohit Khatri

Manager

Motilal Oswal Financial Services Ltd

Mohit Chaudhary

Mohit Chaudhary

Assistant Manager

IIFL Wealth Management Limited

Vishal Ahuja

Vishal Ahuja

Vice President

HDFC Bank

Laksh Vaish

Laksh Vaish

Assistant Vice President

Axis Bank

Payal Maheshwari

Payal Maheshwari

Assistant Vice President

Anand Rathi Group

Deep Rakesh Gandhi

Deep Rakesh Gandhi

Business Consultant

Infosys Consulting

Girirajsinh Zala

Girirajsinh Zala

Assistant Manager

HDFC Bank

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Why this certification matters

  • Get a professional service of a higher standard

  • Give holistic advice to clients as a trusted advisor

  • Distinguishes you and your firm from the competition

  • Gain knowledge of Estate & Succession Planning including the vehicles, legal structures, principles and practices underpinning it

  • Join AAFM® Alumni Network Association – a strong professional network

Learn from experienced practitioners

AAFM Admin

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