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Certificate in Estate Planning and Trust Strategy (CETS) Certification Exam

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 Paper or Computer Based
Exam Duration 2 hours
Number of questions 60 Questions
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