AAFM CTEP : Chartered Trust & Estate Planner (CTEP) Certification Examination
- Exam Code: CTEP
- Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
- Updated: Aug 19, 2026
- Q & A: 472 Questions and Answers
About AAFM CTEP Exam
What is the cost of AAFM CTEP
The cost of AAFM CTEP is $250.
- Format: Multiple choices, multiple answers
- Number of Questions: 70
- Length of Examination: 80 minutes
For more info about AAFM CTEP
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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Understanding functional and technical aspects of AAFM CTEP Design
The following will be discussed in AAFM CTEP exam dumps pdf:
- Process of Goal Setting
- Introduction to Real Estate Plans
- Understand “What is Estate Plan”?
- Real Estate PlansProcess
- Know What a Will is and how could it be Drafted?
- Philanthropy and Charitable Plan
- Understand the Steps in Real Estate Plans
- Business Succession Plan
- Implement a Charitable Process of Plan
- Understand What is Business Succession Plan
- Goal Setting
- Enumerate Different kinds of Charitable Trusts
- Understand the contrast among Charity and Philanthropy
- Understand Philanthropy Process of Plan
- The Basic Tools of Real Estate Plans
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AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Trust Planning | 22% | - Types and Structure of Trusts - Taxation and Benefits of Trusts - Asset Protection through Trusts - Role and Responsibilities of Trustees |
| Laws Affecting Estate Planning | 18% | - Conflict of Laws and Jurisdiction - Tax Laws: Income, Gift, Estate, and Inheritance - General Legal Framework |
| Testamentary Succession & Wills | 18% | - Validity and Types of Wills - Probate and Administration of Estates - Drafting, Execution, and Revocation of Wills |
| Personal & Intestate Succession Laws | 20% | - Indian Succession Act and Related Legislation - Religious and Civil Law Succession Rules - Intestate Succession Principles |
| Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Role of the Estate Planner - Concept and Objectives of Estate Planning |
| International Estate Planning | 15% | - Double Taxation Agreements and Treaties - Business Succession & Family Legacy Planning - Cross-Border Wealth Transfer - Foreign Trusts and Tax Compliance |
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