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How to Register for AAFM CTEP
- Attach the required Documents
- Enclose the required Fees
- 60 days after the registration the student can register for the Examination
- Fill the Registration Form
- organization generates the Student Registration No. and Couriers the Study Material to the student
- Courier the Form to organization
AAFM CTEP Exam Overview:
| Certification Vendor: | AAFM (American Academy of Financial Management) |
|---|---|
| Exam Name: | Chartered Trust & Estate Planner (CTEP) Certification Examination |
| Exam Number: | CTEP |
| Exam Format: | Computer-Based, No Negative Marking, Multiple Choice Questions (MCQ) |
| Passing Score: | 50% |
| Real Exam Qty: | 100 |
| Related Certifications: | Chartered Wealth Manager (CWM) Accredited Estate Planner Certified Trust and Fiduciary Advisor |
| Exam Duration: | 120 minutes |
| Available Languages: | English |
| Certificate Validity Period: | Valid for 1 year; renewable annually with USD 250 fee |
| Exam Price: | USD 100 (exam only); USD 1000 (full program for overseas candidates) |
| Recommended Training: | Official CTEP Curriculum & Study Material AAFM Authorized Training Partners |
| Exam Registration: | AAFM Global Registration AAFM India Registration |
| Sample Questions: | AAFM CTEP Sample Questions |
| Exam Way: | Online proctored or onsite at authorized test centers including Pearson VUE |
| Pre Condition: | Bachelor's degree in finance, law, economics, or related field; 3 years relevant work experience or completion of AAFM approved education program |
| Official Syllabus URL: | https://aafmla.aafm.us/ctep.html |
Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Describe the highlights and arrangement of Trust for Un-Born Person
- Understand different methods of making Muslim will
- Wills Under ISA
- Understand the cycle through which a Society can be a piece of the Charitable Organization
- Outline the overall obligations of a trustee in India and Internationally
- Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
- Transfer of Property
- Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
- Compare between Buy versus Lease
- Wills and Succession Plan
- Describe the extensive method of drafting a Valid Will
- Understand the idea of Trust and various sorts of Trusts that can be shaped in India
- Explain why utilizing a trust is useful for a customer
- Enlist the advantages of writing a Will
- Know what is a Muslim will or wasiyat
- Understand the basics and Types of Lease
- Describe Sunni law and Shia law
- Define how a Private and Public Trust can be framed for abundance portion
- Wills (Wasiyat)
- Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
- HUF
- Understand the Characteristics and Types of Mortgage
- Understand the process of formation of a Will
- Know the process of writing a Will
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Personal & Intestate Succession Laws | 20% | - Indian Succession Act and Related Legislation - Intestate Succession Principles - Religious and Civil Law Succession Rules |
| Topic 2: International Estate Planning | 15% | - Business Succession & Family Legacy Planning - Foreign Trusts and Tax Compliance - Cross-Border Wealth Transfer - Double Taxation Agreements and Treaties |
| Topic 3: Testamentary Succession & Wills | 18% | - Validity and Types of Wills - Probate and Administration of Estates - Drafting, Execution, and Revocation of Wills |
| Topic 4: Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Concept and Objectives of Estate Planning - Role of the Estate Planner |
| Topic 5: Laws Affecting Estate Planning | 18% | - General Legal Framework - Conflict of Laws and Jurisdiction - Tax Laws: Income, Gift, Estate, and Inheritance |
| Topic 6: Trust Planning | 22% | - Taxation and Benefits of Trusts - Types and Structure of Trusts - Role and Responsibilities of Trustees - Asset Protection through Trusts |
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