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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.

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Difficulty in Attempting AAFM CTEP

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

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

For more info about AAFM CTEP

AAFM CTEP

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