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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:
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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:
- 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
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- Real Estate Plansadvise allows advisors to cater to higher level of clients and broaden their range of services and client base
- 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
- The advisor gets the ability to continue his services to the next generation
- The advisor gets complete share of Wallet
- With transaction or commission margins under pressure it allows an additional source of income
- Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
Financial Advisors frequently feel becoming a specialist is too time consuming, especially during periods of economic extremes. CTEP Certification offers flexible schedules and self-study programs. Most importantly, this is a one-time commitment. You can lose money in stocks or bonds, but no one can take away your education
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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.
In this guide, we will cover the AAFM CTEP, tips and tricks, pay, affirmation way and moreover share the benefits of AAFM CTEP practice exam and AAFM CTEP practice exams.
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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