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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.
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The following will be discussed in AAFM CTEP exam dumps:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Personal & Intestate Succession Laws | 20% | - Religious and Civil Law Succession Rules - Intestate Succession Principles - Indian Succession Act and Related Legislation |
| Topic 2: Trust Planning | 22% | - Asset Protection through Trusts - Role and Responsibilities of Trustees - Types and Structure of Trusts - Taxation and Benefits of Trusts |
| Topic 3: International Estate Planning | 15% | - Double Taxation Agreements and Treaties - Cross-Border Wealth Transfer - Foreign Trusts and Tax Compliance - Business Succession & Family Legacy Planning |
| Topic 4: Testamentary Succession & Wills | 18% | - Validity and Types of Wills - Probate and Administration of Estates - Drafting, Execution, and Revocation of Wills |
| Topic 5: Introduction to Estate Planning | 7% | - Role of the Estate Planner - Concept and Objectives of Estate Planning - Estate Planning Process and Lifecycle |
| 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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