By GAFM ® Management & Finance Certification ®
    Certified Financial Planner Certified Financial Analyst Management Consultant ISO 9001 Accredited Certification Body Training
International Board of Standards - Professional Designations -  Accredited Education.  Creating the World's Leaders in Management ™

GAFM ® Designations - CTEP Chartered Trust and Estate Planner

Send your resume TODAY and we can review your credentials for certification approval within 72 hours.  Email to or Click Contact

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. 

Apply Now


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.


Contact Name: Global Academy of Finance and Management ®
Contact Fax: 419-828-4923
Address: Box 293
1670F East Cheyenne Mtn Blvd.
Colorado Springs

About GAFM ®


The GAFM International Board of Standards is TUV Accredited and ISO Certified for Quality and ISO 29990 Certified for Training Standards


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 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 ®


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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