Certificate in Trust & Estate Advisory (CTA)

About

The Certificate in Trust & Estate Advisory (CTA) has been developed to provide financial intermediaries with a comprehensive overview of the wealth & estate planning industry in India.

Succession/ Estate Planning is a practice of law dealing with all aspects of planning for the conservation and disposition of estates, giving due consideration to the applicable tax consequences, the preparation of legal instruments to effectuate estate plans; administering estates, including tax related matters; and probate litigation.

CTA prepares a professional with the essential tools, frameworks and solutions to achieve their client’s long-term financial succession and preservation objectives. CTA is designed for individuals who are interested to deepen their understanding of trust administration and wealth and estate planning, as well as individuals who are keen to pursue a career in these areas

CTA designation expands a candidate’s range of services to include estate planning and asset repositioning on for clients and provides and in-depth education on topics including wills, trusts, probates processes, estate planning and legal enforcement.

In the current economic climate, it is more important than ever for a wealth advisor to distinguish himself among his peers by elevating the proficiency and credibility of your practice with a comprehensive education and certification in estate planning from AIWMI.

Topics include:

  • Trusts
  • Personal Succession in India
  • Business Succession
  • Client Advisory and Trust Structuring
  • Trust Regulations and Practices
  • Taxation in Wealth and Estate Planning
  • Trust Management and Operations
  • Client Relationship Management
  • Client Acceptance Review
  • Risk Management

Training Calendar: 

You can find the upcoming training schedule for CTA program here

Exam Details

AIWMI is offering the CTA examination on an external, remote-proctored platform.  Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.

CTA EXAM STRUCTURE

Sr. No. Name of Module Type of Questions Test Duration No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certified in Trust & Estate Advisory(CTA) 1 Mark MCQ – 40

2 Mark MCQ-30

2 Hrs 70 100 50 Negative marking will be applicable from 1st January 2022

CTA FEE STRUCTURE

Registration Fee for CTA Program is as given below:

Fee Regular Mode Self Study Mode Exam Mode
Registration
Fee
17700 5900
Exam
Fee
2360 2360 2360
Total 20060 8260 2360
Inclusions 1. Course book
2. Session notes
3. Live online tutorials
4. Past tutorial session recordings
5. Guest sessions by Thought Leaders
6. Mock test
7. Instructional PPTs
8. Refresher tutorials (3 sessions)
9. Exqualifi Membership- 1 Year
10. Complimentary pass to all AIWMI virtual conferences for 1 year
1. All tutorial session recordings
2. Session notes
3. MockTest
4. Refresher sessions (3 sessions)
1. Exam fee for one attempt

 

Details Fee (GST Inclusive)
Registration Fee – (5 Years validity) Rs. 11,800
Exam Fee – Per attempt * – India Candidates Rs. 3,540
Exam Fee – Per attempt * – Outside India Candidates Rs. 7,080

Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM