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The following will be discussed in AAFM CTEP exam dumps:
- Wakfs Under Muslim Law
- Describe Cognates and Agnates
- Minority and Guardianship Policy 1956/li>
- Describe Goa Civil Code
- Understand Legal Order of Heirs
- Describe different Schools of Hindu Law
- Define different Personal Laws in India
- Coparcenary Property Under HSA
- The Hindu Adoption and Maintenance Act, 1956
- Describe Indian Succession Policy 1925
- Describe Intestate Succession
- Succession in Case of Females Under HSA/li>
- Goa Civil Code
- Muslim Law
- Describe Class I and Class II beneficiaries
- Gifts Under Muslim Law
- Understand Order and Manner of Succession
- Mitakshara and Dhayabaga Schools of Hindu Law
- Understand different Hindu Acts
- Succession in Case of Males Under HSA
- Describe Rules of Succession in Female Hindus
- Describe Succession Certificates
- Indian Succession Act, 1925
- Describe Domicile and its Components
- Hindu Succession Policy
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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Certification Path for AAFM CTEP
American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.
The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.
Understanding functional and technical aspects of AAFM CTEP
The following will be discussed in AAFM CTEP exam dumps:
- Tax Domicile Certificate
- FEMA on Trusts
- Real Estate Plansin the UAE
- Domicile in US
- Inheritance Tax in Singapore
- Resident in US for tax purposes
- Generation Skipping Transfer Tax
- Wills in Singapore
- FEMA Regulations in Estate Plan
- Returning Indian
- Real Estate Plansin the US
- Real Estate Plansin UAE
- Real Estate Plansin Singapore
- Real Estate Plansin Singapore
- Relationship between Income Tax Policy and FEMA
- Real Estate Plansin the UK
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Laws Affecting Estate Planning | 18% | - General Legal Framework - Tax Laws: Income, Gift, Estate, and Inheritance - Conflict of Laws and Jurisdiction |
| Personal & Intestate Succession Laws | 20% | - Intestate Succession Principles - Religious and Civil Law Succession Rules - Indian Succession Act and Related Legislation |
| Testamentary Succession & Wills | 18% | - Validity and Types of Wills - Drafting, Execution, and Revocation of Wills - Probate and Administration of Estates |
| International Estate Planning | 15% | - Double Taxation Agreements and Treaties - Business Succession & Family Legacy Planning - Cross-Border Wealth Transfer - Foreign Trusts and Tax Compliance |
| Trust Planning | 22% | - Types and Structure of Trusts - Asset Protection through Trusts - Role and Responsibilities of Trustees - Taxation and Benefits of Trusts |
| Introduction to Estate Planning | 7% | - Role of the Estate Planner - Concept and Objectives of Estate Planning - Estate Planning Process and Lifecycle |
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