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Preparation Guide for AAFM CTEP
Introduction for AAFM CTEP
The instructive program for the Chartered Trust and Estate Planner incorporates trust and endowment organizing stresses of tenant and non-occupant clients and families. This middle social occasion of subjects bases on the major valuable issues of high all out resources guiding, going from charge, record to law. An essential piece of this course is keeping an eye on the social capacities crucial to of inciting the prosperous individual or family. The course will cover such organizing hindrances as Common Law versus Common Law districts, non-occupant pariah life accomplice, and undeniable and non-material assets in different domains. Use of trust as wealth orchestrating and obligation organizing contraptions.
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The following will be discussed in AAFM CTEP exam dumps:
- Formation of Companies
- Understand the significance of agreement
- IRDA Act, Insurance Act, 1938, Married Woman Property Policy
- Identify the fundamentals of a substantial
- Introduction to Law
- Meaning and Essentials of a Contract
- Various Acts
- Understand the contrasts between Companies Policy 1956 and Companies Policy 2013
- Transfer of Property Policy
- Succession Policy
- Law of Agency
- Law of Trusts
- The Negotiable Instrument Policy
- Hindu Personal Law
- Muslim Personal Law
- Understand the new Companies Policy 2013 and its suggestions
- Anti-Money Laundering
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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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.
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AAFM AAFM Certification CTEP Chartered Trust & Estate Planner (CTEP) Certification Examination Exams
Our Exam CTEP Preparation Material provides you everything you will need to take your CTEP Exam. The CTEP Exam details are researched and produced by Professional Certification Experts who are constantly using industry experience to produce precise, and logical. You may get questions from different web sites or books, but logic is the key. Our Product will help you pass test in your first try, and also save your valuable time.
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Laws Affecting Estate Planning | 13% | - Legal frameworks and personal law impacts |
| Topic 2: Trust Planning | 21% | - Trust structures and management |
| Topic 3: Introduction to Estate Planning | 7% | - Foundations of estate planning |
| Topic 4: International Estate Planning | 12% | - Cross-border estate planning topics |
| Topic 5: Personal & Intestate Succession Laws | 27% | - Succession laws and rules |
| Topic 6: Testamentary Succession | 21% | - Wills and testamentary rules |







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