With the increasing need of Financial Planning and client needs thereto, CTEP is a fantastic course. As it gives deep insight of Trust and Estate Planning. India is seeing a rising trend of wealth, well spread across geographies. With the first generation money moving to the next generation it becomes all the more important to have a structured and professional management of succession planning and Estate planning. This forms an integral part of the Financial Planning, as we evolved in the journey of wealth management.
Being into the Private Bank business for over a decade, I am very happy to find a in-depth, well recognised, course on Trust and Estate planning from AAFM India.
As a Financial Planner basically with CFPCM estate planning was not covered connectively, but with CTEP we will be in a better position to handle professionally estate distribution also.
CTEP Certification will help me to scale up my business by doing Trust and Estate Planning especially in Super HNI Segment. This is definitely relevant to the industry as Financial Planning is incomplete without Estate Planning.
A very comprehensive curriculum that a customers you to the newness of Estate Planning in India. Truly helped me and developed a deep understanding on the subject matter !
Truly it is a unique course as Estate Planning is a very important part of financial planning. The syllabus covered under CTEP exam is very exhaustive & nicely elaborated, a wonderful and must do certification for financial planner.
CTEP Certification has benefitted me to understand the major steps in a Comprehensive Estate Planning Process & Life Goal setting in Estate Planning. CTEP Certification is very relevant to the Industry since it is an Integral Part of every Institution which is part of the Financial Services Industry.
The Content is comprehensive and covers different aspects of estate planning. I have personally enriched my knowledge base & feel confident & satisfied with CTEP certification. It is highly recommended for anyone looking to build up careers in Wealth Management & Estate Planning.
CTEP certification has acted as a stepping stone towards knowledge enhancement and my successful foray into practice of the subject.
Covers most of the aspects about Estate planning one needs to know while discussing with clients regarding wealth transfer and protection. Recommend this to people involved in Wealth Management.
CTEP covers comprehensively all across of Estate Planning and is suitable for practical use in India, the certificate holder can service the client base with great benefits to the clients.
The certification course CTEP is very relevant to the Industry, Curriculum is extremely useful and has enhanced my subject knowledge. CTEP will help the individual towards the growth in the corporate ladder and also will benefit to the Industry. I am proud to be CTEP Certificant from AAFM.
CTEP helps professionals to enhance their knowledge about Estate Planning & Trusts. It also helps them to understand how in different countries the need & requirements for Estate Planning are different.
Highly recommend this course to anyone who wishes to understand domestic & international estate planning landscape. The course material is very comprehensive of well thought through. It has given me a good perspective of inheritance laws in Singapore. UK & USA. Looking forward to updating my profile with CTEP accreditation.