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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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.
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| Section | Objectives |
|---|---|
| Topic 1: Ethics and Professional Standards | - Regulatory and compliance frameworks - Ethical practices in wealth advisory |
| Topic 2: Taxation in Estate Planning | - Gift tax rules and exemptions - Estate and inheritance taxation concepts - Cross-border taxation considerations |
| Topic 3: Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |
| Topic 4: Wealth Preservation and Asset Protection | - Asset protection strategies - Risk management in estate planning |
| Topic 5: Trust Administration and Fiduciary Duties | - Trustee responsibilities and obligations - Fiduciary standards and compliance |
| Topic 6: Trust and Estate Planning Fundamentals | - Wealth transfer mechanisms - Types and structures of trusts - Principles of estate planning |
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