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

  • Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Updated: Jul 22, 2026     Q & A: 472 Questions and Answers

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About AAFM CTEP Exam

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:

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

CTEP will permit you to:

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

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

How to Register for AAFM CTEP

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

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Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

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

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What is the cost of AAFM CTEP

The cost of AAFM CTEP is $250.

  • Format: Multiple choices, multiple answers
  • Length of Examination: 80 minutes
  • Number of Questions: 70

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AAFM CTEP Exam Syllabus Topics:

SectionObjectives
Trust Administration and Fiduciary Duties- Trustee responsibilities and obligations
- Fiduciary standards and compliance
Trust and Estate Planning Fundamentals- Principles of estate planning
- Types and structures of trusts
- Wealth transfer mechanisms
Ethics and Professional Standards- Ethical practices in wealth advisory
- Regulatory and compliance frameworks
Taxation in Estate Planning- Cross-border taxation considerations
- Gift tax rules and exemptions
- Estate and inheritance taxation concepts
Retirement and Succession Planning- Retirement income planning tools
- Business succession planning
Wealth Preservation and Asset Protection- Asset protection strategies
- Risk management in estate planning

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