AAFM : CTEP Questions & Answers

Last Updated: Jul 26, 2026

No. of Questions: 472 Questions & Answers with Testing Engine

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AAFM CTEP Practice Q&A's

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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:

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

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

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Exam Topics for AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Personal and Intestate Succession Laws in India
  • International Real Estate Plans
  • Trust Plan in India
  • Testamentary Succession
  • Introduction to Estate Plan.
  • Laws Affecting Real Estate Plans

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

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AAFM CTEP Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Laws Affecting Estate Planning18%- Conflict of Laws and Jurisdiction
- Tax Laws: Income, Gift, Estate, and Inheritance
- General Legal Framework
Topic 2: International Estate Planning15%- Cross-Border Wealth Transfer
- Business Succession & Family Legacy Planning
- Double Taxation Agreements and Treaties
- Foreign Trusts and Tax Compliance
Topic 3: Introduction to Estate Planning7%- Estate Planning Process and Lifecycle
- Concept and Objectives of Estate Planning
- Role of the Estate Planner
Topic 4: Testamentary Succession & Wills18%- Drafting, Execution, and Revocation of Wills
- Validity and Types of Wills
- Probate and Administration of Estates
Topic 5: Trust Planning22%- Asset Protection through Trusts
- Role and Responsibilities of Trustees
- Taxation and Benefits of Trusts
- Types and Structure of Trusts
Topic 6: Personal & Intestate Succession Laws20%- Indian Succession Act and Related Legislation
- Religious and Civil Law Succession Rules
- Intestate Succession Principles
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