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

Exam Details

AIWMI offers the CTA examination across 5000+ Pearson VUE computer testing centers in 180 countries worldwide as well as on the AIWMI assessment platform. Candidates can schedule exam after paying exam fees on any working day on any of the Pearson centres or on the last Sunday of every month on the AIWMI assessment platform.

CTA EXAM STRUCTURE

Sr. No. Name of Module Type of Questions Test Duration in minutes No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certified in Trust & Estate Advisory(CTA) 1 Mark 180 100 200 50% No

CTA FEE STRUCTURE

Registration Fee for CTA Program is as given below:

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 AIWMI