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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

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AAFM CTEP Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Laws Affecting Estate Planning18%- General Legal Framework
- Conflict of Laws and Jurisdiction
- Tax Laws: Income, Gift, Estate, and Inheritance
Topic 2: Introduction to Estate Planning7%- Estate Planning Process and Lifecycle
- Role of the Estate Planner
- Concept and Objectives of Estate Planning
Topic 3: Trust Planning22%- Types and Structure of Trusts
- Role and Responsibilities of Trustees
- Asset Protection through Trusts
- Taxation and Benefits of Trusts
Topic 4: International Estate Planning15%- Cross-Border Wealth Transfer
- Foreign Trusts and Tax Compliance
- Business Succession & Family Legacy Planning
- Double Taxation Agreements and Treaties
Topic 5: Personal & Intestate Succession Laws20%- Indian Succession Act and Related Legislation
- Intestate Succession Principles
- Religious and Civil Law Succession Rules
Topic 6: Testamentary Succession & Wills18%- Probate and Administration of Estates
- Validity and Types of Wills
- Drafting, Execution, and Revocation of Wills

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