Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
Certification Provider: AAFM
Corresponding Certification: AAFM Certification
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Updated: Jul 22, 2026
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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
How to Register for AAFM CTEP
- Enclose the required Fees
- Attach the required Documents
- Fill the Registration Form
- organization generates the Student Registration No. and Couriers the Study Material to the student
- 60 days after the registration the student can register for the Examination
- Courier the Form to organization
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The salary of AAFM CTEP certified professionals varies from $66K to $74K depending on the years of experience.
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AAFM CTEP Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Ethics and Professional Standards | - Ethical practices in wealth advisory - Regulatory and compliance frameworks |
| Topic 2: Retirement and Succession Planning | - Business succession planning - Retirement income planning tools |
| Topic 3: Wealth Preservation and Asset Protection | - Risk management in estate planning - Asset protection strategies |
| Topic 4: Taxation in Estate Planning | - Estate and inheritance taxation concepts - Cross-border taxation considerations - Gift tax rules and exemptions |
| Topic 5: Trust Administration and Fiduciary Duties | - Trustee responsibilities and obligations - Fiduciary standards and compliance |
| Topic 6: Trust and Estate Planning Fundamentals | - Wealth transfer mechanisms - Principles of estate planning - Types and structures of trusts |
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