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Exam Topics for AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

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

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:

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

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

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

Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

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

Understanding functional and technical aspects of AAFM CTEP Design

The following will be discussed in AAFM CTEP exam dumps pdf:

  • Understand the contrast among Charity and Philanthropy
  • Process of Goal Setting
  • Know What a Will is and how could it be Drafted?
  • Enumerate Different kinds of Charitable Trusts
  • Understand “What is Estate Plan”?
  • Real Estate PlansProcess
  • Understand What is Business Succession Plan
  • Introduction to Real Estate Plans
  • Implement a Charitable Process of Plan
  • Business Succession Plan
  • Philanthropy and Charitable Plan
  • Understand the Steps in Real Estate Plans
  • Understand Philanthropy Process of Plan
  • Goal Setting
  • The Basic Tools of Real Estate Plans

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