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For more info about AAFM CTEP
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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How to Register for AAFM CTEP
- Courier the Form to organization
- organization generates the Student Registration No. and Couriers the Study Material to the student
- Enclose the required Fees
- 60 days after the registration the student can register for the Examination
- Attach the required Documents
- Fill the Registration Form
AAFM CTEP Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Trust and Estate Planning Fundamentals | - Principles of estate planning - Types and structures of trusts - Wealth transfer mechanisms |
| Retirement and Succession Planning | - Business succession planning - Retirement income planning tools |
| Wealth Preservation and Asset Protection | - Asset protection strategies - Risk management in estate planning |
| Taxation in Estate Planning | - Cross-border taxation considerations - Gift tax rules and exemptions - Estate and inheritance taxation concepts |
| Ethics and Professional Standards | - Ethical practices in wealth advisory - Regulatory and compliance frameworks |
| Trust Administration and Fiduciary Duties | - Trustee responsibilities and obligations - Fiduciary standards and compliance |
