• Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Certification Provider: AAFM
  • Corresponding Certification:AAFM Certification
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CTEP
  • Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Updated: Aug 19, 2026
  • No. of Questions: 472 Questions and Answers
  • Download Limit: Unlimited

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Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • 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
  • Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
  • Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
  • Describe the highlights and arrangement of Trust for Un-Born Person
  • Understand the idea of Trust and various sorts of Trusts that can be shaped in India
  • Wills Under ISA
  • Describe the extensive method of drafting a Valid Will
  • Understand the Characteristics and Types of Mortgage
  • Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
  • Transfer of Property
  • HUF
  • Understand the basics and Types of Lease
  • Know what is a Muslim will or wasiyat
  • Wills and Succession Plan
  • Understand the process of formation of a Will
  • Explain why utilizing a trust is useful for a customer
  • Know the process of writing a Will
  • Enlist the advantages of writing a Will
  • Compare between Buy versus Lease
  • Describe Sunni law and Shia law
  • Define how a Private and Public Trust can be framed for abundance portion
  • Wills (Wasiyat)
  • Understand different methods of making Muslim will

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

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The following will be discussed in AAFM CTEP exam dumps:

  • Mitakshara and Dhayabaga Schools of Hindu Law
  • Gifts Under Muslim Law
  • Goa Civil Code
  • Understand different Hindu Acts
  • Describe Rules of Succession in Female Hindus
  • The Hindu Adoption and Maintenance Act, 1956
  • Hindu Succession Policy
  • Understand Legal Order of Heirs
  • Wakfs Under Muslim Law
  • Muslim Law
  • Describe Intestate Succession
  • Succession in Case of Males Under HSA
  • Coparcenary Property Under HSA
  • Describe Succession Certificates
  • Describe Indian Succession Policy 1925
  • Describe different Schools of Hindu Law
  • Succession in Case of Females Under HSA/li>
  • Define different Personal Laws in India
  • Describe Cognates and Agnates
  • Understand Order and Manner of Succession
  • Describe Domicile and its Components
  • Minority and Guardianship Policy 1956/li>
  • Describe Class I and Class II beneficiaries
  • Indian Succession Act, 1925
  • Describe Goa Civil Code

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AAFM CTEP Exam Syllabus Topics:

SectionObjectives
Topic 1: Trust Administration and Fiduciary Duties- Trustee responsibilities and obligations
- Fiduciary standards and compliance
Topic 2: Retirement and Succession Planning- Business succession planning
- Retirement income planning tools
Topic 3: Trust and Estate Planning Fundamentals- Types and structures of trusts
- Principles of estate planning
- Wealth transfer mechanisms
Topic 4: Wealth Preservation and Asset Protection- Risk management in estate planning
- Asset protection strategies
Topic 5: Taxation in Estate Planning- Gift tax rules and exemptions
- Cross-border taxation considerations
- Estate and inheritance taxation concepts
Topic 6: Ethics and Professional Standards- Ethical practices in wealth advisory
- Regulatory and compliance frameworks

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