By GAFM ® Management & Finance Certification ®
    GAFM Gold certified financial analyst ISO 9001 Accredited Certification Body Training
International Board of Standards - Professional Designations -  Accredited Training Education -  The World's Leaders in Management ™

GAFM ® Designations - CTEP Chartered Trust and Estate Planner


Send your resume TODAY and we can review your credentials for certification approval within 72 hours.  Email to resume@gafm.org or Click Contact

CTEP Chartered Trust and Estate Planner ™

Certification Requirements:

  1. Approved Accredited Degree in Finance, Math, Economics or related area. 
  2. Experience: 3 Years of related work and experience 
  3. Take the Exam from a recognized  Pearson VUE program. 
  4. Continuing Education 
  5. Ethics - agree to the ethics requirements of the Society. 

Apply Now

  

Approved Degree and Assessment Programs

List of Approved Finance and Math Degrees

 

Apply Now - Submit your resume to find out if you qualify based on the degrees, courses and exams that you have already completed.

If you are certified as a market technician or certified as a financial engineer from a recognized body, you may be pre-qualified to apply if you have a degree and certification already.
 
 

Contact Name: Global Academy of Finance and Management ®
Contact Fax: 419-828-4923
Address: Box 293
1670F East Cheyenne Mtn Blvd.
Colorado Springs
CO
80906
E-mail: info@gafm.us

About GAFM ®

  

The GAFM International Board of Standards is TUV Accredited and ISO Certified for Quality and ISO 29990 Certified for Training Standards

 
● Brand Update
● ACBSP
● Benefits
● Home
● About
● Recognition
● Board
● Certifications
● Requirements
● Providers
● Events
● News
● Articles
● Contact
● Application
● In House Training
● Speakers
● CEO Message
● Verify Member
● Qualifying Degrees
● Global Advisors
● Membership
● Mission
● Ethics
● Guides
● Handbook
● Distribution
● AAPM
● TUV Accreditation
● CWM Chartered Wealth Manager
● FAQS
● Renew Certification
● Continuing Ed
● Trademarks
● Jobs
● CWM ® Chartered Wealth Manager ®

 

Validate and Verify Member Here

 
 TUV Accredited

 

 

Join our Linkedin Group

LinkedIn.com

 Accredited Certified Financial Analyst Chartered Accountant

Top Certifications and Designations

  • AFA Accredited Financial Analyst ®
  • AMA Accredited Management Accountant  ®
  • AMC Accredited Management Consultant  ®
  • CRA Certified Risk Analyst ®
  • MFP Master Finanical Planner
  • CTEP Chartered Trust & Estate Planner
  • CIPM Certified International Project Manager ®
  • MPM Master Project Manager ®

 

The GAFM ® Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 29990 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs

 


 

Certified Management Consultant 

Home Home Home COPY Certification in Wealth Management CWM ®   Chartered Wealth Manager ® Brand Update ACBSP Benefits Payments About About Old Recognition Board Certifications Requirements Providers Events News UBT University Business Technology Saudi Arabia Contact Us Contact Apply Application In House Training Speakers CEO Message Verify Member indonesia malaysia Informa GAFM Guides Jamaica Qualifying Degrees Global Advisors Membership Mission Ethics Governmental Recognition Links Guides Handbook Financial Planner Program Chartered Economist CCO Edevate Distribution Management Consulting Jobs TUV Accreditation CWM Chartered Wealth Manager Terms Deans Letter AFA Approved Masters Degrees FAQS Copy of Certification Economics Certification Economics Degrees Management Degrees Finance Degrees Accounting Degrees Exams Renew Certification Awards Honor Society Trademarks Careers Jobs Government Jobs Complaint Mentz George Mentz Lawyer Mentz George Colorado USA Speaker Consultant AFA ® Accredited Financial Analyst Certification CTEP ® Trust and Estate Certification CIPM ® Certified International Project Manager CWM ® Chartered Wealth Manager ® AMA ® Management Accountant Certification AMC ® Management Consulting Certification MMC ® Management Consulting Certification

Google Plus 

All Rights Reserved 1996-2016 -  GAFM Global Academy of Finance and Management  
 Mentzinger Media LLC   Board of Standards - Accreditation and  Certification - Global Certified  Accountants Financial Analysts Institute 
Association of International Financial Accounting  Foregin Relations Public Policy Council  Chartered Wealth Manager 
Accredited Financial Analyst Certified Chartered Management Accountant   - Association Institute Academy 
US Department of Labor  - Fast Copyright - Fast Trademark - George Mentz Colorado 
Join us on LinkedIn  - Financial Analyst Training - Chartered Wealth Manager ® - ChE Chartered Economist ®
 
www.GAFM.us * www.GAFM.org 
In alliance with the Unincorported Non-Profit Association of Finance and Management USA 
George Mentz Colorado Springs
Get Certified Financial ANalyst Books
 
A financial analyst  securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job. Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. It is performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports. These reports are usually presented to top management as one of their bases in making business decisions. Certification as a financial analyst requires accredited education in finance 
 
Management consulting is the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants' specialized expertise. Becoming certified in management consulting requires proper education experience and credentials. 
 
Management accounting or managerial accounting is concerned with the provisions and use of accounting information to managers within organizations, to provide them with the basis to make informed business decisions that will allow them to be better equipped in their management and control functions. Cost accounting is a process of collecting, analyzing, summarizing and evaluating various alternative courses of action. Its goal is to advise the management on the most appropriate course of action based on the cost efficiency and capability. Cost accounting provides the detailed cost information that management needs to control current operations and plan for the future. Certification in management or cost accounting requires education and expertise in accounting. 
 

CWM Chartered Wealth Manager ® AFAAccredited  Certified Financial Analyst ® AMA Accredited Certified  Management Accountant  ®CAM Certified Asset Manager CTEP Chartered Trust and Estate Planner ®RFS Registered Financial Specialist CMA Chartered Market Analyst  FAD Financial Analyst Designate CPM Chartered Portfolio Manager MFP Certified Master Financial Planner  ® 

 
IP/Rights Global