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GAFM ® Designations - CTEP Chartered Trust and Estate Planner


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CTEP Chartered Trust and Estate Planner ™

Certification Requirements:

  1. Approved Accredited Degree in Finance, Math, Economics or related area. 
  2. Experience: 3 Years of related work and experience 
  3. Take the Exam from a recognized  Pearson VUE program. 
  4. Continuing Education 
  5. Ethics - agree to the ethics requirements of the Society. 

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Approved Degree and Assessment Programs

List of Approved Finance and Math Degrees

 

Apply Now - Submit your resume to find out if you qualify based on the degrees, courses and exams that you have already completed.

If you are certified as a market technician or certified as a financial engineer from a recognized body, you may be pre-qualified to apply if you have a degree and certification already.
 
 

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Contact Fax: 419-828-4923
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80906
E-mail: info@gafm.us

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Wealth Management Book by: International Award Winning Author Dr./Jur. George Mentz JD MBA CWM -

Wealth Management Handbook

 


 

 

 Accredited Certified Financial Analyst Chartered Accountant

Top Certifications and Designations

  • AFA Accredited Financial Analyst ®
  • AMA Accredited Management Accountant  ®
  • AMC Accredited Management Consultant  ®
  • CRA Certified Risk Analyst ®
  • MFP Master Finanical Planner
  • CTEP Chartered Trust & Estate Planner
  • CIPM Certified International Project Manager ®
  • MPM Master Project Manager ®
  • ChFM Chartered Financial Manager ®

 

The GAFM ® Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 29990 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs

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A financial analyst  securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job. Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. It is performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports. These reports are usually presented to top management as one of their bases in making business decisions. Certification as a financial analyst requires accredited education in finance
 
Management consulting is the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants' specialized expertise. Becoming certified in management consulting requires proper education experience and credentials.
 
Management accounting or managerial accounting is concerned with the provisions and use of accounting information to managers within organizations, to provide them with the basis to make informed business decisions that will allow them to be better equipped in their management and control functions. Cost accounting is a process of collecting, analyzing, summarizing and evaluating various alternative courses of action. Its goal is to advise the management on the most appropriate course of action based on the cost efficiency and capability. Cost accounting provides the detailed cost information that management needs to control current operations and plan for the future. Certification in management or cost accounting requires education and expertise in accounting. 
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