- Exam Code: CTEP
- Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
- Certification Provider: AAFM
- Corresponding Certification:AAFM Certification
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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:
- Enables you to offer an expert support of a better quality
- Distinguishes you and your firm from the opposition
- Enhances your capacity to offer comprehensive guidance to customers as a confided in counselor
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Difficulty in Attempting AAFM CTEP
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- The advisor gets complete share of Wallet
- Real Estate Plansadvise allows advisors to cater to higher level of clients and broaden their range of services and client base
- With transaction or commission margins under pressure it allows an additional source of income
- The advisor gets the ability to continue his services to the next generation
- Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
- Real Estate Plansis the most ignored area of Personal Finance and there is virtually no competition, so it gives a competitive edge to advisors who incorporate it
Financial Advisors frequently feel becoming a specialist is too time consuming, especially during periods of economic extremes. CTEP Certification offers flexible schedules and self-study programs. Most importantly, this is a one-time commitment. You can lose money in stocks or bonds, but no one can take away your education
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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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What is the cost of AAFM CTEP
The cost of AAFM CTEP is $250.
- Number of Questions: 70
- Format: Multiple choices, multiple answers
- Length of Examination: 80 minutes
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Personal & Intestate Succession Laws | 27% | - Succession laws and rules |
| Trust Planning | 21% | - Trust structures and management |
| Laws Affecting Estate Planning | 13% | - Legal frameworks and personal law impacts |
| International Estate Planning | 12% | - Cross-border estate planning topics |
| Introduction to Estate Planning | 7% | - Foundations of estate planning |
| Testamentary Succession | 21% | - Wills and testamentary rules |
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