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Exam Topics for AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

• Trust Plan in India
• Introduction to Estate Plan.
• Testamentary Succession
• International Real Estate Plans
• Laws Affecting Real Estate Plans
• Personal and Intestate Succession Laws in India

Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx

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• 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
• Real Estate Plansadvise allows advisors to cater to higher level of clients and broaden their range of services and client base
• The advisor gets complete share of Wallet
• The advisor gets the ability to continue his services to the next generation
• Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
• With transaction or commission margins under pressure it allows an additional source of income

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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AAFM CTEP Exam Syllabus Topics: