What is included in the CETS exam?

The CETS Certification Exam includes the following:

  • Three exam attempts, the first one of which is included in the registration fee
  • The complete up to date e-learning contents of the modules that comprise the Estate Planning for High Net Worth Clients course, specifically:
    • Wealth Transfer and the Family
    • Creating Client Awareness of Wealth Transfer Issues
    • Preparing Clients for the Inevitable
    • Business Succession Planning
    • Trust as an Estate Planning Tool
    • Planned Charitable Giving for Estate Planning Purposes
    • Tax Planning for Wealth Transfer

Please note that because there may be a significant time period between when you complete the Estate Planning for High Net Worth Clients Course and when you are ready to register and write the CETS Certification Exam, we are providing the most up-to-date version of the course materials. When you are preparing to write the CETS exam, please use these materials to study.

What is the CETS exam structure?

Structure Information
Exam 1
Exam Format Proctored (remote or in person at a test centre) 
Exam Duration 2 hours
Question Format Multiple-choice
Number of questions 60
Attempts Allowed Per Exam
Passing Grade 60%

What is the CETS exam weighting?

Exam Topics Weighting
Wealth Transfer and the Family 10%
Creating Client Awareness of Wealth Transfer Issues 8%
Preparing Clients for the Inevitable 17%
Business Succession Planning 17%
Trusts as an Estate Planning Tool 17%
Planned Charitable Giving for Estate Planning Purposes 17%
Tax Planning for Wealth Transfer 15%

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