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The following will be discussed in AAFM CTEP exam dumps pdf:
- Understand the contrast among Charity and Philanthropy
- Business Succession Plan
- Understand the Steps in Real Estate Plans
- Goal Setting
- Process of Goal Setting
- Understand Philanthropy Process of Plan
- Know What a Will is and how could it be Drafted?
- Understand What is Business Succession Plan
- The Basic Tools of Real Estate Plans
- Understand “What is Estate Plan”?
- Real Estate PlansProcess
- Implement a Charitable Process of Plan
- Philanthropy and Charitable Plan
- Introduction to Real Estate Plans
- Enumerate Different kinds of Charitable Trusts
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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.
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Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Describe Sunni law and Shia law
- Know what is a Muslim will or wasiyat
- Describe the extensive method of drafting a Valid Will
- Wills Under ISA
- Explain why utilizing a trust is useful for a customer
- Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
- Wills (Wasiyat)
- Understand the Characteristics and Types of Mortgage
- Define how a Private and Public Trust can be framed for abundance portion
- Compare between Buy versus Lease
- Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
- Understand the cycle through which a Society can be a piece of the Charitable Organization
- HUF
- Outline the overall obligations of a trustee in India and Internationally
- Understand different methods of making Muslim will
- Describe the highlights and arrangement of Trust for Un-Born Person
- Wills and Succession Plan
- Understand the basics and Types of Lease
- Know the process of writing a Will
- Understand the process of formation of a Will
- Understand the idea of Trust and various sorts of Trusts that can be shaped in India
- Transfer of Property
- Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
- Enlist the advantages of writing a Will
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Real Estate Plansin Singapore
- Real Estate Plansin Singapore
- Resident in US for tax purposes
- Real Estate Plansin the US
- Real Estate Plansin UAE
- Inheritance Tax in Singapore
- Generation Skipping Transfer Tax
- Real Estate Plansin the UAE
- Returning Indian
- FEMA Regulations in Estate Plan
- Domicile in US
- Tax Domicile Certificate
- FEMA on Trusts
- Relationship between Income Tax Policy and FEMA
- Wills in Singapore
- Real Estate Plansin the UK
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AAFM CTEP Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Taxation in Estate Planning | - Estate and inheritance taxation concepts - Gift tax rules and exemptions - Cross-border taxation considerations |
| Trust Administration and Fiduciary Duties | - Fiduciary standards and compliance - Trustee responsibilities and obligations |
| Trust and Estate Planning Fundamentals | - Types and structures of trusts - Wealth transfer mechanisms - Principles of estate planning |
| Wealth Preservation and Asset Protection | - Asset protection strategies - Risk management in estate planning |
| Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |
| Ethics and Professional Standards | - Regulatory and compliance frameworks - Ethical practices in wealth advisory |
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