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Last Updated: Sep 03, 2026
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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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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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| Section | Objectives |
|---|---|
| Topic 1: Ethics and Professional Standards | - Ethical practices in wealth advisory - Regulatory and compliance frameworks |
| Topic 2: Trust and Estate Planning Fundamentals | - Wealth transfer mechanisms - Types and structures of trusts - Principles of estate planning |
| Topic 3: Trust Administration and Fiduciary Duties | - Fiduciary standards and compliance - Trustee responsibilities and obligations |
| Topic 4: Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |
| Topic 5: Taxation in Estate Planning | - Cross-border taxation considerations - Estate and inheritance taxation concepts - Gift tax rules and exemptions |
| Topic 6: Wealth Preservation and Asset Protection | - Risk management in estate planning - Asset protection strategies |
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