Chartered Trust and Estate Planner

BSII Executive Education

Chartered Trust and Estate Planner

Designation:
Chartered Trust and Estate Planner
Issuing Organization:
AAFM/RSOF
Prerequesites/Experience Required:
Candidate has three or more years of wealth management experience, .
Educational Requirements:
AAFM-approved degree (graduate or undergraduate) in finance, tax, accounting, financial services, law or a CPA, MBA, MS, PhD, or JD from an accredited school or organization
Eligible candidates must successfully complete the RSOF/AAFM Executive Certification training course
Examination Type:
Comprehensive
Continuing Education/Experience Requirements:
15 hours per year
Investor Complaint Process:
Online complaint submission
Public Disciplinary Process:
None
Check Professional's Status Online:
Online complaint submission

See Course Content

Business Services International, Inc.* 22 East Church Street * Martinsville, VA 24112

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