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- Total Questions: 472
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- Total Questions: 472
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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:
- Guardianship Issues
- Special Child Protection Strategies
- Asset Protection Trusts
- Incapacity Financial Asset Protection
- Wills and Probates
- Succession Plan
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:
- Distinguishes you and your firm from the opposition
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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:
- Transfer of Property
- Understand the basics and Types of Lease
- Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
- Understand the Characteristics and Types of Mortgage
- Wills Under ISA
- Understand the process of formation of a Will
- Understand the cycle through which a Society can be a piece of the Charitable Organization
- Wills and Succession Plan
- Explain why utilizing a trust is useful for a customer
- Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
- Describe Sunni law and Shia law
- Understand the idea of Trust and various sorts of Trusts that can be shaped in India
- Know what is a Muslim will or wasiyat
- Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
- Enlist the advantages of writing a Will
- Define how a Private and Public Trust can be framed for abundance portion
- Describe the extensive method of drafting a Valid Will
- Outline the overall obligations of a trustee in India and Internationally
- Describe the highlights and arrangement of Trust for Un-Born Person
- Wills (Wasiyat)
- Know the process of writing a Will
- HUF
- Understand different methods of making Muslim will
- Compare between Buy versus Lease
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What is the cost of AAFM CTEP
The cost of AAFM CTEP is $250.
- Format: Multiple choices, multiple answers
- Number of Questions: 70
- Length of Examination: 80 minutes
Exam Topics for AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Personal and Intestate Succession Laws in India
- Laws Affecting Real Estate Plans
- Trust Plan in India
- Introduction to Estate Plan.
- Testamentary Succession
- International Real Estate Plans
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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 |
| Wealth Preservation and Asset Protection | - Asset protection strategies - Risk management in estate planning |
| Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |
| Trust and Estate Planning Fundamentals | - Types and structures of trusts - Wealth transfer mechanisms - Principles of estate planning |
| Trust Administration and Fiduciary Duties | - Fiduciary standards and compliance - Trustee responsibilities and obligations |
| Ethics and Professional Standards | - Ethical practices in wealth advisory - Regulatory and compliance frameworks |
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