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

Pass CTEP Exam Cram

Exam Code: CTEP

Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination

Updated: Sep 18, 2026

Q & A: 472 Questions and Answers

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

Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

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

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

Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Explain why utilizing a trust is useful for a customer
  • Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
  • Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
  • Understand the process of formation of a Will
  • Describe the highlights and arrangement of Trust for Un-Born Person
  • Understand different methods of making Muslim will
  • Compare between Buy versus Lease
  • Transfer of Property
  • Enlist the advantages of writing a Will
  • Understand the cycle through which a Society can be a piece of the Charitable Organization
  • Understand the basics and Types of Lease
  • Wills (Wasiyat)
  • Outline the overall obligations of a trustee in India and Internationally
  • Know what is a Muslim will or wasiyat
  • Describe Sunni law and Shia law
  • Wills and Succession Plan
  • Wills Under ISA
  • Understand the Characteristics and Types of Mortgage
  • HUF
  • Understand the idea of Trust and various sorts of Trusts that can be shaped in India
  • Define how a Private and Public Trust can be framed for abundance portion
  • Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
  • Know the process of writing a Will
  • Describe the extensive method of drafting a Valid Will

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

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