Last Updated: Jul 26, 2026
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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:
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:
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The following will be discussed in AAFM CTEP exam dumps:
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Laws Affecting Estate Planning | 18% | - Conflict of Laws and Jurisdiction - Tax Laws: Income, Gift, Estate, and Inheritance - General Legal Framework |
| Topic 2: International Estate Planning | 15% | - Cross-Border Wealth Transfer - Business Succession & Family Legacy Planning - Double Taxation Agreements and Treaties - Foreign Trusts and Tax Compliance |
| Topic 3: Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Concept and Objectives of Estate Planning - Role of the Estate Planner |
| Topic 4: Testamentary Succession & Wills | 18% | - Drafting, Execution, and Revocation of Wills - Validity and Types of Wills - Probate and Administration of Estates |
| Topic 5: Trust Planning | 22% | - Asset Protection through Trusts - Role and Responsibilities of Trustees - Taxation and Benefits of Trusts - Types and Structure of Trusts |
| Topic 6: Personal & Intestate Succession Laws | 20% | - Indian Succession Act and Related Legislation - Religious and Civil Law Succession Rules - Intestate Succession Principles |
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