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Last Updated: Jul 22, 2026
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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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The following will be discussed in AAFM CTEP exam dumps:
| Section | Weight | Objectives |
|---|---|---|
| Introduction to Estate Planning | 7% | - Concept and Objectives of Estate Planning - Role of the Estate Planner - Estate Planning Process and Lifecycle |
| Trust Planning | 22% | - Types and Structure of Trusts - Asset Protection through Trusts - Taxation and Benefits of Trusts - Role and Responsibilities of Trustees |
| 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% | - Religious and Civil Law Succession Rules - Indian Succession Act and Related Legislation - Intestate Succession Principles |
| International Estate Planning | 15% | - Double Taxation Agreements and Treaties - Cross-Border Wealth Transfer - Foreign Trusts and Tax Compliance - Business Succession & Family Legacy Planning |
| Testamentary Succession & Wills | 18% | - Probate and Administration of Estates - Drafting, Execution, and Revocation of Wills - Validity and Types of Wills |
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