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