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

  • 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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Understanding functional and technical aspects of AAFM CTEP Design

The following will be discussed in AAFM CTEP exam dumps:

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

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

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What is the cost of AAFM CTEP

The cost of AAFM CTEP is $250.

  • Length of Examination: 80 minutes
  • Number of Questions: 70
  • Format: Multiple choices, multiple answers

AAFM CTEP Exam Syllabus Topics:

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

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