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AAFM conducts workshops batch of Participants on planning skills. Enquiry

CTEPTM Curriculum

The curriculum for the Chartered Trust and Estate Planner encompasses trust and estate planning concerns of resident and non-resident clients and families. This core group of topics focuses on the major functional issues of high net-worth consulting, ranging from tax, finance to law. A critical aspect of this course is addressing the interpersonal skills crucial to of advising the wealthy individual or family. The course will cover such planning obstacles as Common Law vs. Civil Law jurisdictions, non-resident alien spouse, and tangible and non-tangible assets in multiple jurisdictions.Use of trust as wealth planning and tax planning tools.


  • Unit 1- Introduction to Estate Planning
  • Unit 2 - Legalities ofSuccession Planning
  • Unit 3 - Indian Taxation Laws
  • Unit 4 - Trust Planning in India
  • Unit 5 –Advanced Estate and Succession Planning
  • Unit 6 - International Trust and Estate Planning

CHARTERED TRUST AND ESTATE PLANNERTM (CTEPTM) is unique and the only Estate Planning and Trust Planning certification in India. This certification comprehensively deals with all the aspects of Estate Planning like Intergenerational Wealth Transfer, Wealth Preservation, Trust Planning, International Succession Planning and International Estate and Gift Taxation.

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BENEFITS OF CHARTERED TRUST AND ESTATE PLANNER CTEPTM


In this program students will learn to:


  • Use of Board Certified Designations after your name on your Business Card and on your Promotional Materials.
  • Global Certification in true sense and no territorial examination required.
  • CTEPTMis awarded directly by American Academy of Financial Management, US.
  • Protect your job and be recognized by an independent and global authority.
  • Get the designation that illuminates your professional education, hard work and experience.
  • The AAFM Credentials and Board Certifications are for those who want to rise above the rest.
  • You can add AAFM to your Resume, Degree or Professional Licenses & Improve your image and salary potential.
  • Publish on our site as a Certified Member.
  • Be part of Large Members Network of 50,000+.
  • Members in more than 100 Countries with Global AACSB Alliance.

Who Will Benefit From This Course?


  • Trust Officers
  • Financial Planners
  • Hedge Fund Managers
  • Family Office Managers
  • Private Bankers
  • Wealth Managers
  • Retail Branch Managers
  • Brokerage and Market Analysts
  • Investment Advisors and Financial Planners
  • Investment Managers and Analysts
  • Stock Market Professionals
  • Portfolio and Asset Managers
  • Financial Marketing Professionals
  • Heads of Financial Accounts
  • Operation and Planning Managers

CTEP Registration Procedure

American Academy of Financial Management India (AAFM India) is an organization and a Professional Standards Setting body that proactively guides the development and promotion of standards for Financial Advisory Professionals to benefit and protect the public in the country. It is a Professional Membership & Certification organization-part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Advisory in India. The candidates who wish to undergo the CTEPTM Certification Program (the ‘Program’) have to get registered with AAFM India.

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