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

CTEP

Exam Code: CTEP

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

Updated: Jun 03, 2026

Q&A Number: 472 Q&As

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About AAFM CTEP Exam Questions and Answers

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The following will be discussed in AAFM CTEP exam dumps pdf:

  • Understand “What is Estate Plan”?
  • Implement a Charitable Process of Plan
  • Philanthropy and Charitable Plan
  • Understand the contrast among Charity and Philanthropy
  • Real Estate PlansProcess
  • Process of Goal Setting
  • Understand the Steps in Real Estate Plans
  • Know What a Will is and how could it be Drafted?
  • Business Succession Plan
  • Understand Philanthropy Process of Plan
  • Introduction to Real Estate Plans
  • Goal Setting
  • The Basic Tools of Real Estate Plans
  • Enumerate Different kinds of Charitable Trusts
  • Understand What is Business Succession Plan

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Understanding functional and technical aspects of AAFM CTEP Design

The following will be discussed in AAFM CTEP exam dumps:

  • Identify the fundamentals of a substantial
  • Anti-Money Laundering
  • Law of Agency
  • Understand the contrasts between Companies Policy 1956 and Companies Policy 2013
  • Succession Policy
  • Formation of Companies
  • Meaning and Essentials of a Contract
  • Introduction to Law
  • Transfer of Property Policy
  • The Negotiable Instrument Policy
  • Law of Trusts
  • Understand the significance of agreement
  • Muslim Personal Law
  • IRDA Act, Insurance Act, 1938, Married Woman Property Policy
  • Understand the new Companies Policy 2013 and its suggestions
  • Various Acts
  • Hindu Personal Law

How to Prepare for AAFM CTEP

Preparation Guide for AAFM CTEP

Introduction for AAFM CTEP

The instructive program for the Chartered Trust and Estate Planner incorporates trust and endowment organizing stresses of tenant and non-occupant clients and families. This middle social occasion of subjects bases on the major valuable issues of high all out resources guiding, going from charge, record to law. An essential piece of this course is keeping an eye on the social capacities crucial to of inciting the prosperous individual or family. The course will cover such organizing hindrances as Common Law versus Common Law districts, non-occupant pariah life accomplice, and undeniable and non-material assets in different domains. Use of trust as wealth orchestrating and obligation organizing contraptions.

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CTEP Related Exams
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CWM_LEVEL_2 - Chartered Wealth Manager (CWM) Certification Level II Examination
Related Certifications
AAFM Certification
Chartered Wealth Manager
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