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What is the cost of AAFM CTEP
The cost of AAFM CTEP is $250.
- Number of Questions: 70
- Length of Examination: 80 minutes
- Format: Multiple choices, multiple answers
The benefit in Obtaining the AAFM CTEP
The Chartered Trust and Estate Planner® (CTEP®) offered by American Academy of Financial Management India assignment extends your scope of administrations to incorporate estatePlan, legacy Plan and resource repositioning administrations for your customers.
A Real Estate Plansdesignation like universally acclaimed Chartered Trust and Estate Planner® shows to your friends, customers and possibilities that you are not kidding about your calling. All things considered, somebody looks for the administrations of another in light of the fact that individual accepts the other can make a superior showing. Planned customers are less inclined to draw in you on the off chance that they trust you know something similar or short of what they do about the current point. This is the place where the expert enters.
With CTEP® information and systems, you can offer master direction on:
- Incapacity Financial Asset Protection
- Guardianship Issues
- Succession Plan
- Asset Protection Trusts
- Wills and Probates
- Special Child Protection Strategies
As you ace these subjects and devices, you likewise acquire the certainty to tie down your customers' resources for a long time into the future.
CTEP will permit you to:
- Enhances your capacity to offer comprehensive guidance to customers as a confided in counselor
- Enables you to offer an expert support of a better quality
- Distinguishes you and your firm from the opposition
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Compare between Buy versus Lease
- Understand the idea of Trust and various sorts of Trusts that can be shaped in India
- Understand the basics and Types of Lease
- Understand the process of formation of a Will
- Know the process of writing a Will
- Know what is a Muslim will or wasiyat
- Explain why utilizing a trust is useful for a customer
- Describe Sunni law and Shia law
- Understand different methods of making Muslim will
- Wills (Wasiyat)
- Wills Under ISA
- Outline the overall obligations of a trustee in India and Internationally
- Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
- Transfer of Property
- Describe the extensive method of drafting a Valid Will
- Define how a Private and Public Trust can be framed for abundance portion
- Enlist the advantages of writing a Will
- Understand the Characteristics and Types of Mortgage
- Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
- Describe the highlights and arrangement of Trust for Un-Born Person
- Understand the cycle through which a Society can be a piece of the Charitable Organization
- Wills and Succession Plan
- HUF
- Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
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How to Register for AAFM CTEP
- Attach the required Documents
- Fill the Registration Form
- 60 days after the registration the student can register for the Examination
- organization generates the Student Registration No. and Couriers the Study Material to the student
- Courier the Form to organization
- Enclose the required Fees
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AAFM CTEP Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Taxation in Estate Planning | - Gift tax rules and exemptions - Estate and inheritance taxation concepts - Cross-border taxation considerations |
| Ethics and Professional Standards | - Regulatory and compliance frameworks - Ethical practices in wealth advisory |
| Wealth Preservation and Asset Protection | - Risk management in estate planning - Asset protection strategies |
| Trust and Estate Planning Fundamentals | - Wealth transfer mechanisms - Types and structures of trusts - Principles of estate planning |
| Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |
| Trust Administration and Fiduciary Duties | - Fiduciary standards and compliance - Trustee responsibilities and obligations |







