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Understanding functional and technical aspects of AAFM CTEP Design
The following will be discussed in AAFM CTEP exam dumps pdf:
- The Basic Tools of Real Estate Plans
- Understand the Steps in Real Estate Plans
- Real Estate PlansProcess
- Know What a Will is and how could it be Drafted?
- Enumerate Different kinds of Charitable Trusts
- Understand What is Business Succession Plan
- Business Succession Plan
- Understand the contrast among Charity and Philanthropy
- Philanthropy and Charitable Plan
- Process of Goal Setting
- Goal Setting
- Understand Philanthropy Process of Plan
- Implement a Charitable Process of Plan
- Introduction to Real Estate Plans
- Understand “What is Estate Plan”?
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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How to Register for AAFM CTEP
- Courier the Form to organization
- Enclose the required Fees
- Attach the required Documents
- Fill the Registration Form
- 60 days after the registration the student can register for the Examination
- organization generates the Student Registration No. and Couriers the Study Material to the student
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Testamentary Succession & Wills | 18% | - Validity and Types of Wills - Probate and Administration of Estates - Drafting, Execution, and Revocation of Wills |
| Personal & Intestate Succession Laws | 20% | - Indian Succession Act and Related Legislation - Religious and Civil Law Succession Rules - Intestate Succession Principles |
| Introduction to Estate Planning | 7% | - Concept and Objectives of Estate Planning - Role of the Estate Planner - Estate Planning Process and Lifecycle |
| Trust Planning | 22% | - Role and Responsibilities of Trustees - Asset Protection through Trusts - Types and Structure of Trusts - Taxation and Benefits of Trusts |
| Laws Affecting Estate Planning | 18% | - Tax Laws: Income, Gift, Estate, and Inheritance - General Legal Framework - Conflict of Laws and Jurisdiction |
| International Estate Planning | 15% | - Business Succession & Family Legacy Planning - Cross-Border Wealth Transfer - Double Taxation Agreements and Treaties - Foreign Trusts and Tax Compliance |
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