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 Equalifi.
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
Equalifi 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.
Registration Process:
Candidates can register for Equalifi Academy’s Certification programs through any of the following modes:
Member Mode
Under this mode, candidate first needs to sign up as an Equalifi Individual Member. As a member, a candidate gets complimentary access to study resources, tutorials (live and recordings) and various other member benefits round the year.
Equalifi Membership is for a year. Candidate can study for any of Equalifi’s education programs during membership tenure. To appear for any exam, a candidate needs to register for the particular exam and appear within a year from the date of exam registration.
Exam Mode
Under this mode, a candidate can directly register for the certification exam of his choice. Once registered for the exam, candidates will receive the exam link by email within 7 working days. Candidates can appear for the exam anytime from anywhere on a remote proctored platform within 1 year from the date of exam registration.
Candidates registering under the exam mode do not get access to any study material or training.
Equalifi regularly conducts exam preparation training for various certification exams. Candidates who wish to attend live training, can either pay and register for each training or sign up as an Equalifi Member to get complimentary access to all study resources for a year.
Upcoming training programs are listed here- Skill-Building Programs
Membership details are given here- Equalifi Individual Memberships
Candidate Audit:
Equalifi will randomly audit a percentage of applications on a regular basis. Candidates will be responsible for providing the requested supporting documentation to verify their education and professional background as mentioned in the registration form. Equalifi’s practice is not to contact employers or educational institutions to obtain verification documentation on the candidate’s behalf. Failure to comply with the audit, falsification or misrepresentation of requested information and/or any unprofessional conduct will result in denial/cancellation of the exam registration and/or revocation of the program certificate. Candidates subject to audit will be notified by e-mail and will have 10 business days to respond. Once selected for audit, candidates will be required to satisfy the audit requirements before being able to receive the final certificate. Failure to comply with the audit will result in forfeiting all fees. Additionally, a candidate who does not comply with the audit will be subject to audit if reapplying for a future testing window.
Fee Details:
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Certificate in Trust & Estate Advisory (CTA)
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For Equalifi Members
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For Non-Members
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Fee
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INR 1,770
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INR 3,540
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*Fee mentioned is inclusive of GST. Exam fee is applicable for one attempt.
Exam Preparatory Material
Access the CTA tutorial recordings and study material here