AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination : CTEP

  • Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Updated: Sep 30, 2026
  • Q&As: 472 Questions and Answers

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AAFM CTEP Value Pack (Frequently Bought Together)

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Value Pack Total: $179.97  $79.99

About AAFM CTEP Real Exam

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Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Describe Goa Civil Code
  • Describe Indian Succession Policy 1925
  • Describe Domicile and its Components
  • Describe Rules of Succession in Female Hindus
  • Coparcenary Property Under HSA
  • Wakfs Under Muslim Law
  • Mitakshara and Dhayabaga Schools of Hindu Law
  • Minority and Guardianship Policy 1956/li>
  • Succession in Case of Males Under HSA
  • Describe Intestate Succession
  • Describe Class I and Class II beneficiaries
  • Describe Cognates and Agnates
  • Goa Civil Code
  • Understand different Hindu Acts
  • Gifts Under Muslim Law
  • Hindu Succession Policy
  • Describe Succession Certificates
  • Define different Personal Laws in India
  • Succession in Case of Females Under HSA/li>
  • Understand Legal Order of Heirs
  • Muslim Law
  • Describe different Schools of Hindu Law
  • Understand Order and Manner of Succession
  • Indian Succession Act, 1925
  • The Hindu Adoption and Maintenance Act, 1956

Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx

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:

  • Incapacity Financial Asset Protection
  • Wills and Probates
  • Guardianship Issues
  • Succession Plan
  • Special Child Protection Strategies
  • Asset Protection Trusts

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
  • Enables you to offer an expert support of a better quality
  • Enhances your capacity to offer comprehensive guidance to customers as a confided in counselor

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AAFM CTEP Exam Syllabus Topics:

SectionObjectives
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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