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

  • Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Updated: Oct 02, 2026
  • Q & A: 472 Questions and Answers

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About AAFM CTEP Exam

Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Real Estate Plansin Singapore
  • Real Estate Plansin Singapore
  • Generation Skipping Transfer Tax
  • Real Estate Plansin the UAE
  • Inheritance Tax in Singapore
  • FEMA on Trusts
  • Resident in US for tax purposes
  • FEMA Regulations in Estate Plan
  • Wills in Singapore
  • Real Estate Plansin the UK
  • Returning Indian
  • Tax Domicile Certificate
  • Real Estate Plansin the US
  • Relationship between Income Tax Policy and FEMA
  • Real Estate Plansin UAE
  • Domicile in US

Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Describe the highlights and arrangement of Trust for Un-Born Person
  • Describe Sunni law and Shia law
  • Understand the Characteristics and Types of Mortgage
  • Understand different methods of making Muslim will
  • Understand the cycle through which a Society can be a piece of the Charitable Organization
  • Describe the extensive method of drafting a Valid Will
  • Wills Under ISA
  • Know the process of writing a Will
  • Understand the basics and Types of Lease
  • Wills and Succession Plan
  • Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
  • Transfer of Property
  • Outline the overall obligations of a trustee in India and Internationally
  • Define how a Private and Public Trust can be framed for abundance portion
  • HUF
  • Wills (Wasiyat)
  • Enlist the advantages of writing a Will
  • Explain why utilizing a trust is useful for a customer
  • Know what is a Muslim will or wasiyat
  • Understand the process of formation of a Will
  • Understand the idea of Trust and various sorts of Trusts that can be shaped in India
  • Compare between Buy versus Lease
  • Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
  • Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move

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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:

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

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:

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

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Exam Topics for AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

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

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

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AAFM CTEP Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Trust Planning22%- Asset Protection through Trusts
- Role and Responsibilities of Trustees
- Taxation and Benefits of Trusts
- Types and Structure of Trusts
Topic 2: Personal & Intestate Succession Laws20%- Intestate Succession Principles
- Religious and Civil Law Succession Rules
- Indian Succession Act and Related Legislation
Topic 3: Introduction to Estate Planning7%- Role of the Estate Planner
- Estate Planning Process and Lifecycle
- Concept and Objectives of Estate Planning
Topic 4: Testamentary Succession & Wills18%- Validity and Types of Wills
- Drafting, Execution, and Revocation of Wills
- Probate and Administration of Estates
Topic 5: International Estate Planning15%- Double Taxation Agreements and Treaties
- Cross-Border Wealth Transfer
- Foreign Trusts and Tax Compliance
- Business Succession & Family Legacy Planning
Topic 6: Laws Affecting Estate Planning18%- Conflict of Laws and Jurisdiction
- Tax Laws: Income, Gift, Estate, and Inheritance
- General Legal Framework

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