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AAFM CTEP Exam Syllabus

Chartered Trust & Estate Planner® (CTEP®) Certification Examination

Last Update Dec 25, 2024
Total Questions : 472

What is Included in the AAFM CTEP Exam?

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AAFM CTEP Exam Overview :

Exam Name Chartered Trust & Estate Planner® (CTEP®) Certification Examination
Exam Code CTEP
Official Information https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
See Expected Questions AAFM CTEP Expected Questions in Actual Exam
Take Self-Assessment Use AAFM CTEP Practice Test to Assess your preparation - Save Time and Reduce Chances of Failure

AAFM CTEP Exam Topics :

Section Weight Objectives
Unit 1 -   Introduction to Estate Planning
  • Estate Planning Process
Unit 2 -   Legalities of Succession Planning
  • Succession Laws, Trust Laws
Unit 3 -   Indian Taxation Laws
  • Tax Planning through Succession
Unit 4 -   Trust Planning in India
  • Tax Planing through Trusts
Unit 5 -   Advanced Estate and Succession Planning
  • Creating Estate Plan Solutions
Unit 6 -   International Trust and Estate Planning
  • Cross Border Trusts & Estate Planning

Updates in the AAFM CTEP Exam Syllabus:

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