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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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The salary of AAFM CTEP certified professionals varies from $66K to $74K depending on the years of experience.

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Understanding functional and technical aspects of AAFM CTEP Design

The following will be discussed in AAFM CTEP exam dumps:

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

AAFM CTEP Exam Syllabus Topics:

SectionWeightObjectives
Trust Planning21%- Trust structures and management
International Estate Planning12%- Cross-border estate planning topics
Personal & Intestate Succession Laws27%- Succession laws and rules
Laws Affecting Estate Planning13%- Legal frameworks and personal law impacts
Testamentary Succession21%- Wills and testamentary rules
Introduction to Estate Planning7%- Foundations of estate planning

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