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AAFM CTEP

Understanding functional and technical aspects of AAFM CTEP Design

The following will be discussed in AAFM CTEP exam dumps pdf:

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

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Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Indian Succession Act, 1925
  • Minority and Guardianship Policy 1956/li>
  • Succession in Case of Females Under HSA/li>
  • Muslim Law
  • Describe Class I and Class II beneficiaries
  • Describe Goa Civil Code
  • Define different Personal Laws in India
  • Succession in Case of Males Under HSA
  • Mitakshara and Dhayabaga Schools of Hindu Law
  • Describe Intestate Succession
  • Goa Civil Code
  • Hindu Succession Policy
  • Describe Domicile and its Components
  • The Hindu Adoption and Maintenance Act, 1956
  • Understand Order and Manner of Succession
  • Understand Legal Order of Heirs
  • Coparcenary Property Under HSA
  • Describe Succession Certificates
  • Wakfs Under Muslim Law
  • Understand different Hindu Acts
  • Describe Indian Succession Policy 1925
  • Describe different Schools of Hindu Law
  • Describe Rules of Succession in Female Hindus
  • Describe Cognates and Agnates
  • Gifts Under Muslim Law

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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.

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

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AAFM CTEP Exam Syllabus Topics:

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

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