GAFM-CTEP Exam Information and Outline
Chartered Trust and Estate Planner (CTEP)
Syllabus Update Checked on: October 30, 2026
GAFM-CTEP Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official GAFM-CTEP exam objectives. This course outline serves as your roadmap.
The information below reflects the 2026 syllabus defined by
GAFM.
Below are complete topics detail with latest syllabus and course outline, that will help you good knowledge about exam objectives and topics that you have to prepare. These contents are covered in questions and answers pool of exam.
- Exam Format
- Online multiple-choice certification examination following the GAFM Accredited Certification Training Program (ACTP)
- Trust and Estate Planning Fundamentals
- Planning objectives and process
- Wills and Succession
- Will drafting and intestacy
- Trusts and Structures
- Revocable, irrevocable and offshore trusts
- Estate and Inheritance Tax
- Tax planning techniques
- Asset Protection
- Protection strategies
- Philanthropic Planning
- Foundations and charitable trusts
- Ethics and Client Advisory
- Fiduciary ethics and client communication