GLOBAL CERTIFICATION IN ESTATE PLANNING -

NOW IN
INDIA!!

CHARTERED TRUST & ESTATE PLANNER^® (cTEP^®)

INTERNATIONAL CREDENTIALS IN TRUST & ESTATE PLANNING offered by aafm usa

Create Trust

Strategies

Prepare

Estate Plans

Advise on

Succession

Planning

Manage

International

Trust

Philanthropic

Charitable Planning

Benefits of CTEP^® Certification FOR FINANCE PROFESSIONALS

. The Certification in Trust and Estate Planning will help the “Financial Planners” to:

. Bridge the Relationship Gap: Leverage the CTEPTM Designation to open new doors of HNI, Ultra HNI and Private Banking Clients, earn trust by sharing your expertise, and enhance your credibility with a CTEP TM designation.

. Distinguish Your Practice: Your ability to deliver “real value” further differentiates you from your competition. Your enhanced skills to advise on Estate, Trust and Succession Planning would help you to add new revenue streams to your advisory business.

. Create Top-of-Mind Awareness: Nurturing relationships with your client network is simplified by becoming a valuable resource on estate and trust planning a virgin area in Financial Advisory services in India.

. Create Added Visibility and Credibility: The on-line member directory allows you to be listed among other prominent client-centered wealth planners, financial advisors, lawyers and estate planners who are committed to excellence in wealth advisory

About AAFM

American Academy of Financial Management® is a Global Standard Setting Body with the objective to promote Wealth Management and Financial Advisory Standards globally. AAFM, USA is a 16 years old organization working globally having offices in 17 countries and members presence in 151+ Countries.

AAFM INTERNATIONAL ACCREDITION

AAFM is a professional association member of ‘ACBSP’ Aceredition Council of Business Schools and Programs & the ‘AACSB - The Association of Advanced Collegiate Schools of Business. Top 2 Govt. Recognized Accredition agencies world wide for business schools & programs.

Call: 011 45120800

Note: If form is not available
on your screen kindly mail us at
info@aafmindia.co.in

CTEP^® Certification Curriculum

Unit 1 – Introduction to Estate Planning

Unit 2 – Legalities of Succession Planning

Unit 3 – Indian Tax Laws

Unit 4 – Trust Planning in India

Unit 5 – Advanced Estate and Succession Planning

Unit 6 – International Trust and Estate Planning

Who Should Persue

Chartered Accounts, Lawyers, Financial Advisors, Wealth Managers, Investment Advisors, MBA’s, Finance Professional & Bankers.

AREA’S OF LEARNING

.Understand the various Wealth Transfer Techniques

.Learn more about Trusts, Estate Planning Process, Estate Planning Products, Tax Planning through Trusts etc.

.Start Catering to HNI & UHNI Clients along with your existing clientele on Estate Planning.

.Enter into the spectrum of Trust and Estate Planning Products

.Issues like how to create estate plans for minors, handicapped and other special situations.

.Ensures an in-depth knowledge of international Wealth Management, Financial Advisory and Estate Tax Planning that reflects the cross-border connections and wealth transfer alternatives available to wealth owners

.Developing higher level skills in Estate Planning, Trust Formation, Succession Planning, Family Governance Structure and interpretation of family dynamics for effective succession-planning.

.Building estate planning proposition for consumer banking domain and creating an estate planning platform for estate advisory services

for more information fill the form above or visit our website :www.aafmindia.co.in

AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA

Office No – 403,ITL Twin Towers, Plot No. B-9,Netaji Subhash Place,
New Delhi- 110034 Landline: 011-45120800

Website: www.aafmindia.co.in, Email: info@aafmindia.co.in