Exam Topics for AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Trust Plan in India
- Personal and Intestate Succession Laws in India
- Laws Affecting Real Estate Plans
- International Real Estate Plans
- Introduction to Estate Plan.
- Testamentary Succession
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Understanding functional and technical aspects of AAFM CTEP Design
The following will be discussed in AAFM CTEP exam dumps pdf:
- Philanthropy and Charitable Plan
- Enumerate Different kinds of Charitable Trusts
- The Basic Tools of Real Estate Plans
- Business Succession Plan
- Understand the Steps in Real Estate Plans
- Introduction to Real Estate Plans
- Real Estate PlansProcess
- Process of Goal Setting
- Goal Setting
- Understand What is Business Succession Plan
- Understand the contrast among Charity and Philanthropy
- Implement a Charitable Process of Plan
- Understand “What is Estate Plan”?
- Know What a Will is and how could it be Drafted?
- Understand Philanthropy Process of Plan
Certification Path for AAFM CTEP
American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.
The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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How to Register for AAFM CTEP
- 60 days after the registration the student can register for the Examination
- Fill the Registration Form
- Enclose the required Fees
- Attach the required Documents
- organization generates the Student Registration No. and Couriers the Study Material to the student
- Courier the Form to organization
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AAFM CTEP Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Ethics and Professional Standards | - Ethical practices in wealth advisory - Regulatory and compliance frameworks |
| Topic 2: Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |
| Topic 3: Taxation in Estate Planning | - Estate and inheritance taxation concepts - Gift tax rules and exemptions - Cross-border taxation considerations |
| Topic 4: Wealth Preservation and Asset Protection | - Asset protection strategies - Risk management in estate planning |
| Topic 5: Trust and Estate Planning Fundamentals | - Types and structures of trusts - Principles of estate planning - Wealth transfer mechanisms |
| Topic 6: Trust Administration and Fiduciary Duties | - Trustee responsibilities and obligations - Fiduciary standards and compliance |






