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Pass rate 99%

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Salary of AAFM CTEP certified professionals

The salary of AAFM CTEP certified professionals varies from $66K to $74K depending on the years of experience.

How to Prepare for AAFM CTEP

Preparation Guide for AAFM CTEP

Introduction for AAFM CTEP

The instructive program for the Chartered Trust and Estate Planner incorporates trust and endowment organizing stresses of tenant and non-occupant clients and families. This middle social occasion of subjects bases on the major valuable issues of high all out resources guiding, going from charge, record to law. An essential piece of this course is keeping an eye on the social capacities crucial to of inciting the prosperous individual or family. The course will cover such organizing hindrances as Common Law versus Common Law districts, non-occupant pariah life accomplice, and undeniable and non-material assets in different domains. Use of trust as wealth orchestrating and obligation organizing contraptions.

In this guide, we will cover the AAFM CTEP, tips and tricks, pay, affirmation way and moreover share the benefits of AAFM CTEP practice exam and AAFM CTEP practice exams.

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

Certification Path for AAFM CTEP

American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.

The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.

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AAFM CTEP Exam Syllabus Topics:

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

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