AAFM CTEP - Chartered Trust & Estate Planner (CTEP) Certification Examination
- Exam Code: CTEP
- Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
- Updated: Aug 11, 2026
- Q & A: 472 Questions and Answers
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.
The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.
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:
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:
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| Section | Weight | Objectives |
|---|---|---|
| Laws Affecting Estate Planning | 18% | - Conflict of Laws and Jurisdiction - General Legal Framework - Tax Laws: Income, Gift, Estate, and Inheritance |
| Personal & Intestate Succession Laws | 20% | - Indian Succession Act and Related Legislation - Religious and Civil Law Succession Rules - Intestate Succession Principles |
| Trust Planning | 22% | - Types and Structure of Trusts - Asset Protection through Trusts - Role and Responsibilities of Trustees - Taxation and Benefits of Trusts |
| Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Role of the Estate Planner - Concept and Objectives of Estate Planning |
| Testamentary Succession & Wills | 18% | - Drafting, Execution, and Revocation of Wills - Validity and Types of Wills - Probate and Administration of Estates |
| International Estate Planning | 15% | - Cross-Border Wealth Transfer - Business Succession & Family Legacy Planning - Foreign Trusts and Tax Compliance - Double Taxation Agreements and Treaties |
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