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Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

• Know what is a Muslim will or wasiyat
• Explain why utilizing a trust is useful for a customer
• Describe the extensive method of drafting a Valid Will
• Explain every one of the various kinds of trust through pertinent models for better materialness in genuine world
• Compare between Buy versus Lease
• HUF
• Highlight the advantages of making Trust for Wife, Children and different Relatives for effective abundance move
• Wills (Wasiyat)
• Transfer of Property
• Understand the highlights of Private Religious and Discretionary Trust for Wealth Inheritance, - Wealth Transfer and Succession Plan
• Know the process of writing a Will
• Understand different methods of making Muslim will
• Understand the Characteristics and Types of Mortgage
• Enlist the advantages of writing a Will
• Understand the basics and Types of Lease
• Define how a Private and Public Trust can be framed for abundance portion
• Wills and Succession Plan
• Describe Sunni law and Shia law
• Understand the process of formation of a Will
• Wills Under ISA
• Outline the overall obligations of a trustee in India and Internationally
• Understand the cycle through which a Society can be a piece of the Charitable Organization
• Describe the highlights and arrangement of Trust for Un-Born Person
• Understand the idea of Trust and various sorts of Trusts that can be shaped in India

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• With transaction or commission margins under pressure it allows an additional source of income
• 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
• Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
• 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
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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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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx

How to Register for AAFM CTEP

• Enclose the required Fees
• 60 days after the registration the student can register for the Examination
• Fill the Registration Form
• Courier the Form to organization
• Attach the required Documents
• organization generates the Student Registration No. and Couriers the Study Material to the student