How to Register for AAFM CTEP
- Courier the Form to organization
- Fill the Registration Form
- 60 days after the registration the student can register for the Examination
- Enclose the required Fees
- Attach the required Documents
- organization generates the Student Registration No. and Couriers the Study Material to the student
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- Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
- The advisor gets the ability to continue his services to the next generation
- With transaction or commission margins under pressure it allows an additional source of income
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Exam Topics for AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Trust Plan in India
- Testamentary Succession
- Personal and Intestate Succession Laws in India
- Introduction to Estate Plan.
- Laws Affecting Real Estate Plans
- International Real Estate Plans
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Introduction to Estate Planning | 7% | - Foundations of estate planning |
| Topic 2: Testamentary Succession | 21% | - Wills and testamentary rules |
| Topic 3: Laws Affecting Estate Planning | 13% | - Legal frameworks and personal law impacts |
| Topic 4: Personal & Intestate Succession Laws | 27% | - Succession laws and rules |
| Topic 5: Trust Planning | 21% | - Trust structures and management |
| Topic 6: International Estate Planning | 12% | - Cross-border estate planning topics |
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