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.
For more info about AAFM CTEP
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Understanding functional and technical aspects of AAFM CTEP Design
The following will be discussed in AAFM CTEP exam dumps:
- Various Acts
- Meaning and Essentials of a Contract
- Anti-Money Laundering
- Hindu Personal Law
- The Negotiable Instrument Policy
- Transfer of Property Policy
- Understand the contrasts between Companies Policy 1956 and Companies Policy 2013
- Identify the fundamentals of a substantial
- Muslim Personal Law
- Law of Trusts
- Understand the significance of agreement
- Formation of Companies
- Understand the new Companies Policy 2013 and its suggestions
- Introduction to Law
- IRDA Act, Insurance Act, 1938, Married Woman Property Policy
- Law of Agency
- Succession Policy
Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Personal & Intestate Succession Laws | 27% | - Succession laws and rules |
| Topic 2: Testamentary Succession | 21% | - Wills and testamentary rules |
| Topic 3: Trust Planning | 21% | - Trust structures and management |
| Topic 4: Laws Affecting Estate Planning | 13% | - Legal frameworks and personal law impacts |
| Topic 5: Introduction to Estate Planning | 7% | - Foundations of estate planning |
| Topic 6: International Estate Planning | 12% | - Cross-border estate planning topics |
