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:
| Fee | Regular Mode | Self Study Mode | Exam Mode |
| Registration Fee |
11800 | 2360 | – |
| Exam Fee |
2360 | 2360 | 2360 |
| Total | 14160 | 4720 | 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. Online tutorials 4. MockTest 5. Refresher sessions (3 sessions) |
1. Exam fee for one attempt |