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:
- Asset Protection Trusts
- Guardianship Issues
- Special Child Protection Strategies
- Wills and Probates
- Incapacity Financial Asset Protection
- 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:
- Enhances your capacity to offer comprehensive guidance to customers as a confided in counselor
- Distinguishes you and your firm from the opposition
- Enables you to offer an expert support of a better quality
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Understand the process of formation of a Will
- Know the process of writing a Will
- Describe the highlights and arrangement of Trust for Un-Born Person
- Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
- Wills Under ISA
- Understand different methods of making Muslim will
- Understand the cycle through which a Society can be a piece of the Charitable Organization
- Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
- Wills (Wasiyat)
- Compare between Buy versus Lease
- Wills and Succession Plan
- Understand the idea of Trust and various sorts of Trusts that can be shaped in India
- HUF
- Outline the overall obligations of a trustee in India and Internationally
- Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
- Explain why utilizing a trust is useful for a customer
- Transfer of Property
- Understand the Characteristics and Types of Mortgage
- Enlist the advantages of writing a Will
- Know what is a Muslim will or wasiyat
- Describe Sunni law and Shia law
- Define how a Private and Public Trust can be framed for abundance portion
- Understand the basics and Types of Lease
- Describe the extensive method of drafting a Valid Will
Exam Topics for AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Laws Affecting Real Estate Plans
- Introduction to Estate Plan.
- Personal and Intestate Succession Laws in India
- Testamentary Succession
- International Real Estate Plans
- Trust Plan in India
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AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| International Estate Planning | 15% | - Double Taxation Agreements and Treaties - Business Succession & Family Legacy Planning - Foreign Trusts and Tax Compliance - Cross-Border Wealth Transfer |
| Introduction to Estate Planning | 7% | - Concept and Objectives of Estate Planning - Estate Planning Process and Lifecycle - Role of the Estate Planner |
| Personal & Intestate Succession Laws | 20% | - Religious and Civil Law Succession Rules - Indian Succession Act and Related Legislation - Intestate Succession Principles |
| Trust Planning | 22% | - Role and Responsibilities of Trustees - Asset Protection through Trusts - Taxation and Benefits of Trusts - Types and Structure of Trusts |
| Laws Affecting Estate Planning | 18% | - Conflict of Laws and Jurisdiction - General Legal Framework - Tax Laws: Income, Gift, Estate, and Inheritance |
| Testamentary Succession & Wills | 18% | - Probate and Administration of Estates - Drafting, Execution, and Revocation of Wills - Validity and Types of Wills |



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