Exam Topics for AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Personal and Intestate Succession Laws in India
- International Real Estate Plans
- Testamentary Succession
- Introduction to Estate Plan.
- Trust Plan in India
- Laws Affecting Real Estate Plans
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
- Understand different methods of making Muslim will
- Outline the overall obligations of a trustee in India and Internationally
- Understand the cycle through which a Society can be a piece of the Charitable Organization
- Wills and Succession Plan
- Describe Sunni law and Shia law
- Understand the idea of Trust and various sorts of Trusts that can be shaped in India
- Explain why utilizing a trust is useful for a customer
- Compare between Buy versus Lease
- Understand the process of formation of a Will
- Wills Under ISA
- Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
- Describe the highlights and arrangement of Trust for Un-Born Person
- Know the process of writing a Will
- Understand the Characteristics and Types of Mortgage
- Define how a Private and Public Trust can be framed for abundance portion
- HUF
- Describe the extensive method of drafting a Valid Will
- Know what is a Muslim will or wasiyat
- Enlist the advantages of writing a Will
- Transfer of Property
- Understand the basics and Types of Lease
- Wills (Wasiyat)
- Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Testamentary Succession & Wills | 18% | - Drafting, Execution, and Revocation of Wills - Probate and Administration of Estates - Validity and Types of Wills |
| Topic 2: Laws Affecting Estate Planning | 18% | - Conflict of Laws and Jurisdiction - Tax Laws: Income, Gift, Estate, and Inheritance - General Legal Framework |
| Topic 3: International Estate Planning | 15% | - Business Succession & Family Legacy Planning - Double Taxation Agreements and Treaties - Foreign Trusts and Tax Compliance - Cross-Border Wealth Transfer |
| Topic 4: Personal & Intestate Succession Laws | 20% | - Indian Succession Act and Related Legislation - Religious and Civil Law Succession Rules - Intestate Succession Principles |
| Topic 5: Trust Planning | 22% | - Types and Structure of Trusts - Role and Responsibilities of Trustees - Taxation and Benefits of Trusts - Asset Protection through Trusts |
| Topic 6: Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Concept and Objectives of Estate Planning - Role of the Estate Planner |



