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

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• Real Estate Plansis the most ignored area of Personal Finance and there is virtually no competition, so it gives a competitive edge to advisors who incorporate it
• Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
• With transaction or commission margins under pressure it allows an additional source of income
• The advisor gets the ability to continue his services to the next generation
• The advisor gets complete share of Wallet
• Real Estate Plansadvise allows advisors to cater to higher level of clients and broaden their range of services and client base

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

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

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

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Certification Path for AAFM CTEP

American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.

The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.

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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AAFM CTEP Exam Syllabus Topics: