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How to Register for AAFM CTEP
- Courier the Form to organization
- 60 days after the registration the student can register for the Examination
- Enclose the required Fees
- Attach the required Documents
- organization generates the Student Registration No. and Couriers the Study Material to the student
- Fill the Registration Form
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Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Understand the cycle through which a Society can be a piece of the Charitable Organization
- Wills and Succession Plan
- Compare between Buy versus Lease
- Enlist the advantages of writing a Will
- Understand the Characteristics and Types of Mortgage
- Wills Under ISA
- Describe the highlights and arrangement of Trust for Un-Born Person
- Wills (Wasiyat)
- Understand the basics and Types of Lease
- Describe Sunni law and Shia law
- HUF
- Know what is a Muslim will or wasiyat
- Outline the overall obligations of a trustee in India and Internationally
- Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
- Understand the process of formation of a Will
- Describe the extensive method of drafting a Valid Will
- Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
- Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
- Define how a Private and Public Trust can be framed for abundance portion
- Know the process of writing a Will
- Transfer of Property
- Understand the idea of Trust and various sorts of Trusts that can be shaped in India
- Explain why utilizing a trust is useful for a customer
- Understand different methods of making Muslim will
Certification Path for AAFM CTEP
American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.
The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.
Understanding functional and technical aspects of AAFM CTEP Design
The following will be discussed in AAFM CTEP exam dumps pdf:
- Business Succession Plan
- Understand the Steps in Real Estate Plans
- Understand What is Business Succession Plan
- Understand “What is Estate Plan”?
- Process of Goal Setting
- Implement a Charitable Process of Plan
- Enumerate Different kinds of Charitable Trusts
- Introduction to Real Estate Plans
- Philanthropy and Charitable Plan
- Understand Philanthropy Process of Plan
- The Basic Tools of Real Estate Plans
- Understand the contrast among Charity and Philanthropy
- Know What a Will is and how could it be Drafted?
- Goal Setting
- Real Estate PlansProcess
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: International Estate Planning | 15% | - Double Taxation Agreements and Treaties - Foreign Trusts and Tax Compliance - Business Succession & Family Legacy Planning - Cross-Border Wealth Transfer |
| Topic 2: Trust Planning | 22% | - Types and Structure of Trusts - Asset Protection through Trusts - Role and Responsibilities of Trustees - Taxation and Benefits of Trusts |
| Topic 3: Testamentary Succession & Wills | 18% | - Drafting, Execution, and Revocation of Wills - Probate and Administration of Estates - Validity and Types of Wills |
| Topic 4: Personal & Intestate Succession Laws | 20% | - Intestate Succession Principles - Religious and Civil Law Succession Rules - Indian Succession Act and Related Legislation |
| Topic 5: Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Role of the Estate Planner - Concept and Objectives of Estate Planning |
| Topic 6: Laws Affecting Estate Planning | 18% | - General Legal Framework - Tax Laws: Income, Gift, Estate, and Inheritance - Conflict of Laws and Jurisdiction |
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