Chartered Trust And Estate Planner

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DEFINITION

A professional accreditation offered by the American Academy of Financial Management. This credential provides an overview of the various types of trusts available and their appropriate use. It also covers the phases and parties involved in the estate planning process.

INVESTOPEDIA EXPLAINS

Those wishing to earn this credential must have at least three years of experience working with trusts and estates. They must also have a degree in finance, tax, accounting or a related field that has been approved by the AAFM. If the educational prerequisites are not met, candidates must complete five AAFM courses and successfully pass a comprehensive exam. Also, candidates choosing this method must also complete 15 hours of continued educational annually.


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