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The following will be discussed in AAFM CTEP exam dumps:
- Law of Trusts
- Formation of Companies
- Identify the fundamentals of a substantial
- Transfer of Property Policy
- IRDA Act, Insurance Act, 1938, Married Woman Property Policy
- Understand the new Companies Policy 2013 and its suggestions
- The Negotiable Instrument Policy
- Understand the significance of agreement
- Meaning and Essentials of a Contract
- Law of Agency
- Various Acts
- Understand the contrasts between Companies Policy 1956 and Companies Policy 2013
- Hindu Personal Law
- Succession Policy
- Muslim Personal Law
- Anti-Money Laundering
- Introduction to Law
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Testamentary Succession & Wills | 18% | - Drafting, Execution, and Revocation of Wills - Probate and Administration of Estates - Validity and Types of Wills |
| Topic 2: Laws Affecting Estate Planning | 18% | - Conflict of Laws and Jurisdiction - General Legal Framework - Tax Laws: Income, Gift, Estate, and Inheritance |
| Topic 3: Personal & Intestate Succession Laws | 20% | - Indian Succession Act and Related Legislation - Religious and Civil Law Succession Rules - Intestate Succession Principles |
| Topic 4: International Estate Planning | 15% | - Business Succession & Family Legacy Planning - Foreign Trusts and Tax Compliance - Double Taxation Agreements and Treaties - Cross-Border Wealth Transfer |
| Topic 5: Introduction to Estate Planning | 7% | - Concept and Objectives of Estate Planning - Estate Planning Process and Lifecycle - Role of the Estate Planner |
| Topic 6: Trust Planning | 22% | - Taxation and Benefits of Trusts - Asset Protection through Trusts - Types and Structure of Trusts - Role and Responsibilities of Trustees |
