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Chartered Trust & Estate Planner® (CTEP®) Certification Examination

Last Update May 2, 2024
Total Questions : 472

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Last Update May 2, 2024
Total Questions : 472

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Last Update May 2, 2024
Total Questions : 472

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Chartered Trust & Estate Planner® (CTEP®) Certification Examination Questions and Answers

Questions 1

Which of the following statement is true?

Exhibit:

CTEP Question 1

Options:

A.

Only (i)

B.

Only (ii)

C.

Both (i) and (ii)

D.

Neither (i) nor (ii)

Questions 2

__________ is an influential person who knows you favorably and agrees to introduce or recommend you to others.

Options:

A.

Centre of Influence

B.

Attorney

C.

Commercial Bank Officer

D.

Property Agent

Questions 3

_________ is the most appropriate method for donors who prefer to make gifts at the end of their life and _________ is the most appropriate method for donors who prefer to give gifts during their lifetime.

Options:

A.

Bequest and Outright Gift

B.

Outright Gift and Bequest

C.

Family Foundation and Life Income Gifts

D.

Life Income Gifts and Family Foundation