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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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| Section | Objectives |
|---|---|
| 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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