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Understanding functional and technical aspects of AAFM CTEP Design
The following will be discussed in AAFM CTEP exam dumps pdf:
- Understand Philanthropy Process of Plan
- Understand the contrast among Charity and Philanthropy
- Know What a Will is and how could it be Drafted?
- Philanthropy and Charitable Plan
- Understand What is Business Succession Plan
- Enumerate Different kinds of Charitable Trusts
- The Basic Tools of Real Estate Plans
- Understand “What is Estate Plan”?
- Process of Goal Setting
- Understand the Steps in Real Estate Plans
- Business Succession Plan
- Goal Setting
- Introduction to Real Estate Plans
- Implement a Charitable Process of Plan
- Real Estate PlansProcess
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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Exam Topics for AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Laws Affecting Real Estate Plans
- Personal and Intestate Succession Laws in India
- International Real Estate Plans
- Trust Plan in India
- Introduction to Estate Plan.
- Testamentary Succession
AAFM CTEP Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Wealth Preservation and Asset Protection | - Risk management in estate planning - Asset protection strategies |
| Ethics and Professional Standards | - Ethical practices in wealth advisory - Regulatory and compliance frameworks |
| Trust and Estate Planning Fundamentals | - Types and structures of trusts - Principles of estate planning - Wealth transfer mechanisms |
| Trust Administration and Fiduciary Duties | - Fiduciary standards and compliance - Trustee responsibilities and obligations |
| Taxation in Estate Planning | - Gift tax rules and exemptions - Cross-border taxation considerations - Estate and inheritance taxation concepts |
| Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |




