AAFM CTEP Exam Information and Actual Questions

  • Exam Code/Number: CTEP
  • Exam Name/Title: Chartered Trust & Estate Planner (CTEP) Certification Examination
  • Certification Provider: AAFM
  • Corresponding Certification: AAFM Certification
  • Exam Questions: 472
  • Updated On: Aug 24, 2026

CTEP
FREE EXAM DUMPS QUESTIONS & ANSWERS

AAFM
CTEP Exam
Chartered Trust & Estate Planner (CTEP) Certification Examination

View CTEP actual exam questions, answers and explanations for free.

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All the information you need to pass AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination CTEP exam and free practice exam verified by ExamDiscuss exam experts.

AAFM CTEP Exam Overview:

Certification Vendor:American Academy of Financial Management (AAFM)
Exam Name:Chartered Trust & Estate Planner (CTEP) Certification Examination
Exam Number:CTEP
Exam Format:Multiple-choice questions, Online / proctored assessment (varies by provider), Case-based conceptual questions
Related Certifications:Chartered Wealth Manager (CWM)
Chartered Financial Analyst (AAFM track)
Chartered Portfolio Manager (CPM)
Available Languages:English
Certificate Validity Period:Requires continuing education and periodic renewal (typically annual membership-based maintenance)
Recommended Training:AAFM Official Training Programs
Exam Registration:AAFM Certification Registration
Sample Questions:AAFM CTEP Sample Questions
Exam Way:Typically online assessment via AAFM-authorized platform or affiliated testing provider; format may vary by region
Pre Condition:No strict formal prerequisite; financial planning or wealth management background recommended. Some AAFM programs may require membership eligibility.
Official Syllabus URL:https://www.aafm.us

Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Succession in Case of Males Under HSA
  • Minority and Guardianship Policy 1956/li>
  • Describe Rules of Succession in Female Hindus
  • Describe Indian Succession Policy 1925
  • Gifts Under Muslim Law
  • Goa Civil Code
  • Describe Goa Civil Code
  • Hindu Succession Policy
  • Wakfs Under Muslim Law
  • Understand Order and Manner of Succession
  • Understand Legal Order of Heirs
  • Define different Personal Laws in India
  • Describe Cognates and Agnates
  • Indian Succession Act, 1925
  • Succession in Case of Females Under HSA/li>
  • Coparcenary Property Under HSA
  • Mitakshara and Dhayabaga Schools of Hindu Law
  • Describe different Schools of Hindu Law
  • Describe Succession Certificates
  • The Hindu Adoption and Maintenance Act, 1956
  • Describe Domicile and its Components
  • Understand different Hindu Acts
  • Describe Intestate Succession
  • Describe Class I and Class II beneficiaries
  • Muslim Law

Exam Topics for AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

  • Testamentary Succession
  • Laws Affecting Real Estate Plans
  • Trust Plan in India
  • International Real Estate Plans
  • Personal and Intestate Succession Laws in India
  • Introduction to Estate Plan.

AAFM CTEP Exam Syllabus Topics:

TopicDetails
Topic 1
  • Society as a form of charitable Organization
  • Philanthropy and Charitable Planning
Topic 2
  • Discretionary Trust
  • Private Religious Trust
  • Wills and Succession Planning
Topic 3
  • Laws Affecting Estate Planning
  • Business Succession Planning
Topic 4
  • Religious and Charitable Trusts
  • Anti-Money Laundering
  • Estate Planning Process

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

How to Register for AAFM CTEP

  • Attach the required Documents
  • 60 days after the registration the student can register for the Examination
  • organization generates the Student Registration No. and Couriers the Study Material to the student
  • Fill the Registration Form
  • Enclose the required Fees
  • Courier the Form to organization


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