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

  • Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Updated: Sep 09, 2026
  • Q & A: 472 Questions and Answers

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About AAFM CTEP Exam Questions

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

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

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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:

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

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.

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  • Enhances your capacity to offer comprehensive guidance to customers as a confided in counselor
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The following will be discussed in AAFM CTEP exam dumps:

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

AAFM CTEP Exam Syllabus Topics:

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

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