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Certificate in Trust & Estate Advising

The Certificate in Trust & Estate Advising (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

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.

CTA EXAM STRUCTURE

Sr. No.

Name of Module

Type of Questions

Test Duration

No. of Questions

Maximum Marks

Pass Marks (%)

Negative Marking

Certificate in Trust & Estate Advising(CTA)

MCQ

2 Hrs

100

20%

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:

Exam Fee: INR 3,540

*Fee mentioned is inclusive of GST. Exam fee is applicable for each attempt.

Exam Preparatory Material

You can access the course tutorial recordings and study material on the Equalifi Membership Portal. Set up your free Equalifi Virtual Membership account here

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