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For more info about AAFM CTEP
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
- Special Child Protection Strategies
- Succession Plan
- Guardianship Issues
- Wills and Probates
- Incapacity Financial Asset Protection
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
Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Explain why utilizing a trust is useful for a customer
- Know the process of writing a Will
- Describe the extensive method of drafting a Valid Will
- Understand different methods of making Muslim will
- Understand the cycle through which a Society can be a piece of the Charitable Organization
- Wills (Wasiyat)
- Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
- Understand the Characteristics and Types of Mortgage
- Compare between Buy versus Lease
- Describe the highlights and arrangement of Trust for Un-Born Person
- Enlist the advantages of writing a Will
- Wills Under ISA
- Transfer of Property
- Wills and Succession Plan
- Know what is a Muslim will or wasiyat
- Define how a Private and Public Trust can be framed for abundance portion
- Describe Sunni law and Shia law
- Outline the overall obligations of a trustee in India and Internationally
- Understand the idea of Trust and various sorts of Trusts that can be shaped in India
- Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
- Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
- Understand the process of formation of a Will
- HUF
- Understand the basics and Types of Lease
Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Understand different Hindu Acts
- Understand Order and Manner of Succession
- The Hindu Adoption and Maintenance Act, 1956
- Describe Class I and Class II beneficiaries
- Succession in Case of Females Under HSA/li>
- Succession in Case of Males Under HSA
- Coparcenary Property Under HSA
- Understand Legal Order of Heirs
- Mitakshara and Dhayabaga Schools of Hindu Law
- Describe Intestate Succession
- Describe Succession Certificates
- Wakfs Under Muslim Law
- Define different Personal Laws in India
- Goa Civil Code
- Hindu Succession Policy
- Describe Indian Succession Policy 1925
- Describe Goa Civil Code
- Describe different Schools of Hindu Law
- Gifts Under Muslim Law
- Minority and Guardianship Policy 1956/li>
- Indian Succession Act, 1925
- Describe Rules of Succession in Female Hindus
- Describe Cognates and Agnates
- Muslim Law
- Describe Domicile and its Components
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| International Estate Planning | 12% | - Cross-border estate planning topics |
| Testamentary Succession | 21% | - Wills and testamentary rules |
| Introduction to Estate Planning | 7% | - Foundations of estate planning |
| Personal & Intestate Succession Laws | 27% | - Succession laws and rules |
| Laws Affecting Estate Planning | 13% | - Legal frameworks and personal law impacts |
| Trust Planning | 21% | - Trust structures and management |
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