AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination : CTEP

  • Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Updated: May 29, 2026     Q & A: 472 Questions and Answers

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About AAFM CTEP Exam

Due to the fierce competition in the job market, most people are keen on getting more certificates in order to stand out. Some people just complain and do nothing. In fact, the most useful solution is to face the problem directly and fight back. Recently, the most popular one is obtaining the Chartered Trust & Estate Planner (CTEP) Certification Examination certificate. Only little people can pass the CTEP exam. Now, our company has developed the Chartered Trust & Estate Planner (CTEP) Certification Examination certificate for you to learn, which can add more passing rate. In fact, we surly guarantee you to pass the exam if you practice on our study guide. You will have the wind at your back. We are responsible for every customer. Try to believe us.

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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:

  • Wills and Probates
  • Succession Plan
  • Asset Protection Trusts
  • Special Child Protection Strategies
  • Incapacity Financial Asset Protection
  • 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:

  • Enhances your capacity to offer comprehensive guidance to customers as a confided in counselor
  • Enables you to offer an expert support of a better quality
  • Distinguishes you and your firm from the opposition

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Exam Topics for AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Testamentary Succession
  • Trust Plan in India
  • Laws Affecting Real Estate Plans
  • International Real Estate Plans
  • Personal and Intestate Succession Laws in India
  • Introduction to Estate Plan.

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Understanding functional and technical aspects of AAFM CTEP Design

The following will be discussed in AAFM CTEP exam dumps:

  • Understand the contrasts between Companies Policy 1956 and Companies Policy 2013
  • Law of Agency
  • IRDA Act, Insurance Act, 1938, Married Woman Property Policy
  • Identify the fundamentals of a substantial
  • Introduction to Law
  • Transfer of Property Policy
  • Meaning and Essentials of a Contract
  • Understand the new Companies Policy 2013 and its suggestions
  • Law of Trusts
  • Understand the significance of agreement
  • The Negotiable Instrument Policy
  • Anti-Money Laundering
  • Muslim Personal Law
  • Hindu Personal Law
  • Succession Policy
  • Various Acts
  • Formation of Companies

AAFM CTEP Exam Syllabus Topics:

TopicDetails
Topic 1
  • Internation Estate Planning
  • The Basic Tools of Estate Planning
Topic 2
  • Discretionary Trust
  • Private Religious Trust
  • Wills and Succession Planning
Topic 3
  • Laws Affecting Estate Planning
  • Business Succession Planning
Topic 4
  • Introduction to Personal and Intestate Succession Laws
  • Meaning and Essentials of a Contract
Topic 5
  • Religious and Charitable Trusts
  • Anti-Money Laundering
  • Estate Planning Process
Topic 6
  • FEMA Regulations in Estate Planning
  • Introduction to Estate Planning
Topic 7
  • Society as a form of charitable Organization
  • Philanthropy and Charitable Planning

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

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