What's Included
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 from.
| Exam Information | |
|---|---|
| Exam Format | Proctored (remote or in person at a test centre) |
| Exam Duration | 2 hours |
| Number of questions | 60 Questions |
| Exam attempts | 3 |
| Passing Score | 60% |
| Question Format | Multiple-Choice |
Exam Weightings
| Module | Exam 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 |