Try and practice the latest AAFM : CTEP real questions & answers
Updated: Sep 01, 2026
No. of Questions: 472 Questions & Answers with Testing Engine
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AAFM CTEP Exam Overview:
| Certification Vendor: | AAFM (American Academy of Financial Management) |
|---|---|
| Exam Name: | Chartered Trust & Estate Planner (CTEP) Certification Examination |
| Exam Number: | CTEP |
| Exam Format: | No Negative Marking, Multiple Choice Questions (MCQ), Computer-Based |
| Certificate Validity Period: | Valid for 1 year; renewable annually with USD 250 fee |
| Related Certifications: | Chartered Wealth Manager (CWM) Accredited Estate Planner Certified Trust and Fiduciary Advisor |
| Passing Score: | 50% |
| Real Exam Qty: | 100 |
| Exam Duration: | 120 minutes |
| Available Languages: | English |
| Exam Price: | USD 100 (exam only); USD 1000 (full program for overseas candidates) |
| Recommended Training: | Official CTEP Curriculum & Study Material AAFM Authorized Training Partners |
| Exam Registration: | AAFM Global Registration AAFM India Registration |
| Sample Questions: | AAFM CTEP Sample Questions |
| Exam Way: | Online proctored or onsite at authorized test centers including Pearson VUE |
| Pre Condition: | Bachelor's degree in finance, law, economics, or related field; 3 years relevant work experience or completion of AAFM approved education program |
| Official Syllabus URL: | https://aafmla.aafm.us/ctep.html |
How to Register for AAFM CTEP
- Courier the Form to organization
- 60 days after the registration the student can register for the Examination
- Fill the Registration Form
- Enclose the required Fees
- Attach the required Documents
- organization generates the Student Registration No. and Couriers the Study Material to the student
What is the cost of AAFM CTEP
The cost of AAFM CTEP is $250.
- Format: Multiple choices, multiple answers
- Length of Examination: 80 minutes
- Number of Questions: 70
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| International Estate Planning | 15% | - Business Succession & Family Legacy Planning - Foreign Trusts and Tax Compliance - Double Taxation Agreements and Treaties - Cross-Border Wealth Transfer |
| Laws Affecting Estate Planning | 18% | - Tax Laws: Income, Gift, Estate, and Inheritance - Conflict of Laws and Jurisdiction - General Legal Framework |
| Introduction to Estate Planning | 7% | - Concept and Objectives of Estate Planning - Role of the Estate Planner - Estate Planning Process and Lifecycle |
| Testamentary Succession & Wills | 18% | - Drafting, Execution, and Revocation of Wills - Validity and Types of Wills - Probate and Administration of Estates |
| Trust Planning | 22% | - Asset Protection through Trusts - Types and Structure of Trusts - Taxation and Benefits of Trusts - Role and Responsibilities of Trustees |
| Personal & Intestate Succession Laws | 20% | - Religious and Civil Law Succession Rules - Indian Succession Act and Related Legislation - Intestate Succession Principles |
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