Chartered Trust and Estate Planner


A credential offered by the American Academy of Financial Management (AAFM) which qualifies someone to advise individuals about the different types of trusts available and on estate planning. Candidates must have worked with trusts and estate planning for a specified amount of time and must have a degree in a financial field that has been approved by the AAFM.
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Chartered Retirement Plans Specialist (CRPS) Chartered Wealth Manager