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

  • Exam Code: CTEP
  • Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Updated: Sep 03, 2025     Q & A: 472 Questions and Answers

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About AAFM CTEP Exam

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Understanding functional and technical aspects of AAFM CTEP Design

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

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

What is the cost of AAFM CTEP

The cost of AAFM CTEP is $250.

  • Length of Examination: 80 minutes
  • Format: Multiple choices, multiple answers
  • Number of Questions: 70

The benefit in Obtaining the AAFM CTEP

The Chartered Trust and Estate Planner® (CTEP®) offered by American Academy of Financial Management India assignment extends your scope of administrations to incorporate estatePlan, legacy Plan and resource repositioning administrations for your customers.

A Real Estate Plansdesignation like universally acclaimed Chartered Trust and Estate Planner® shows to your friends, customers and possibilities that you are not kidding about your calling. All things considered, somebody looks for the administrations of another in light of the fact that individual accepts the other can make a superior showing. Planned customers are less inclined to draw in you on the off chance that they trust you know something similar or short of what they do about the current point. This is the place where the expert enters.

With CTEP® information and systems, you can offer master direction on:

  • Succession Plan
  • Special Child Protection Strategies
  • Wills and Probates
  • Guardianship Issues
  • Incapacity Financial Asset Protection
  • Asset Protection Trusts

As you ace these subjects and devices, you likewise acquire the certainty to tie down your customers' resources for a long time into the future.

CTEP will permit you to:

  • Distinguishes you and your firm from the opposition
  • Enables you to offer an expert support of a better quality
  • Enhances your capacity to offer comprehensive guidance to customers as a confided in counselor

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

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