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What is the cost of AAFM CTEP
The cost of AAFM CTEP is $250.
- Length of Examination: 80 minutes
- Number of Questions: 70
- Format: Multiple choices, multiple answers
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:
- Guardianship Issues
- Incapacity Financial Asset Protection
- Asset Protection Trusts
- Special Child Protection Strategies
- Wills and Probates
- Succession Plan
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:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Concept and Objectives of Estate Planning - Role of the Estate Planner |
| Topic 2: Trust Planning | 22% | - Taxation and Benefits of Trusts - Types and Structure of Trusts - Asset Protection through Trusts - Role and Responsibilities of Trustees |
| Topic 3: Laws Affecting Estate Planning | 18% | - Tax Laws: Income, Gift, Estate, and Inheritance - General Legal Framework - Conflict of Laws and Jurisdiction |
| Topic 4: International Estate Planning | 15% | - Foreign Trusts and Tax Compliance - Double Taxation Agreements and Treaties - Cross-Border Wealth Transfer - Business Succession & Family Legacy Planning |
| Topic 5: Testamentary Succession & Wills | 18% | - Probate and Administration of Estates - Validity and Types of Wills - Drafting, Execution, and Revocation of Wills |
| Topic 6: Personal & Intestate Succession Laws | 20% | - Religious and Civil Law Succession Rules - Indian Succession Act and Related Legislation - Intestate Succession Principles |
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