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The following will be discussed in AAFM CTEP exam dumps:
- Formation of Companies
- Muslim Personal Law
- Law of Agency
- Hindu Personal Law
- Various Acts
- Introduction to Law
- Meaning and Essentials of a Contract
- Law of Trusts
- Understand the contrasts between Companies Policy 1956 and Companies Policy 2013
- Transfer of Property Policy
- Anti-Money Laundering
- Understand the significance of agreement
- IRDA Act, Insurance Act, 1938, Married Woman Property Policy
- Succession Policy
- Understand the new Companies Policy 2013 and its suggestions
- Identify the fundamentals of a substantial
- The Negotiable Instrument Policy
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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- With transaction or commission margins under pressure it allows an additional source of income
- Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
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The following will be discussed in AAFM CTEP exam dumps:
- Introduction to Estate Plan.
- Trust Plan in India
- International Real Estate Plans
- Testamentary Succession
- Personal and Intestate Succession Laws in India
- Laws Affecting Real Estate Plans
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For more info about AAFM CTEP
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: International Estate Planning | 12% | - Cross-border estate planning topics |
| Topic 2: Personal & Intestate Succession Laws | 27% | - Succession laws and rules |
| Topic 3: Trust Planning | 21% | - Trust structures and management |
| Topic 4: Testamentary Succession | 21% | - Wills and testamentary rules |
| Topic 5: Laws Affecting Estate Planning | 13% | - Legal frameworks and personal law impacts |
| Topic 6: Introduction to Estate Planning | 7% | - Foundations of estate planning |






