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.
- 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
You can find the upcoming training schedule for CTA program here
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.