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

  • Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Updated: Sep 06, 2025
  • Q&As: 472 Questions and Answers

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How to Register for AAFM CTEP

  • Enclose the required Fees
  • Courier the Form to organization
  • Attach the required Documents
  • 60 days after the registration the student can register for the Examination
  • Fill the Registration Form
  • organization generates the Student Registration No. and Couriers the Study Material to the student

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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:

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

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:

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

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

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Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

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

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