Pass your actual test at first attempt with AAFM CTEP training material
Last Updated: Jul 29, 2026
No. of Questions: 472 Questions & Answers with Testing Engine
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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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| Section | Weight | Objectives |
|---|---|---|
| Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Concept and Objectives of Estate Planning - Role of the Estate Planner |
| Personal & Intestate Succession Laws | 20% | - Religious and Civil Law Succession Rules - Indian Succession Act and Related Legislation - Intestate Succession Principles |
| Trust Planning | 22% | - Taxation and Benefits of Trusts - Role and Responsibilities of Trustees - Types and Structure of Trusts - Asset Protection through Trusts |
| Laws Affecting Estate Planning | 18% | - Tax Laws: Income, Gift, Estate, and Inheritance - Conflict of Laws and Jurisdiction - General Legal Framework |
| International Estate Planning | 15% | - Double Taxation Agreements and Treaties - Business Succession & Family Legacy Planning - Cross-Border Wealth Transfer - Foreign Trusts and Tax Compliance |
| Testamentary Succession & Wills | 18% | - Validity and Types of Wills - Probate and Administration of Estates - Drafting, Execution, and Revocation of Wills |
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