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.

In this guide, we will cover the AAFM CTEP, tips and tricks, pay, affirmation way and moreover share the benefits of AAFM CTEP practice exam and AAFM CTEP practice exams.

Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx

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The following will be discussed in AAFM CTEP exam dumps pdf:

• Enumerate Different kinds of Charitable Trusts
• Goal Setting
• Understand “What is Estate Plan”?
• Understand the contrast among Charity and Philanthropy
• The Basic Tools of Real Estate Plans
• Understand the Steps in Real Estate Plans
• Philanthropy and Charitable Plan
• Introduction to Real Estate Plans
• Understand Philanthropy Process of Plan
• Real Estate PlansProcess
• Process of Goal Setting
• Know What a Will is and how could it be Drafted?
• Understand What is Business Succession Plan
• Implement a Charitable Process of Plan
• Business Succession Plan

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• The advisor gets the ability to continue his services to the next generation
• 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
• Real Estate Plansadvise allows advisors to cater to higher level of clients and broaden their range of services and client base
• With transaction or commission margins under pressure it allows an additional source of income
• The advisor gets complete share of Wallet
• Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise

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