How to register for the CTEP™ certification
Open to candidates who have cleared 12th standard — enrol online or by post, receive your study material and student number, then sit the examination 60 days later. A graduate qualification is required for the designation to be awarded.
Who can register for the CTEP™
The CTEP™ is designed to be accessible to a broad range of finance and legal professionals as well as graduates. Two separate thresholds apply — one to register and study, another to receive the designation.
To register and study
- Cleared 12th standard (10+2) or equivalent
- No specific professional qualification required
- Graduates, post-graduates, CAs, lawyers, MFDs, RIAs, insurance advisors, wealth managers, bankers and other finance or legal professionals are all eligible
- Candidates currently completing graduation may enrol and begin studying while their degree is in progress
To receive the CTEP™ designation
- A graduation degree in any stream is required
- The examination must have been passed (75 out of 150 marks, 50%)
- The certification application form must be submitted to AAFM India
- The certification fee (USD 100) must be paid to AAFM USA
There is no requirement for prior experience in estate planning, law or trust administration to enrol. The CTEP™ curriculum is built to develop specialist knowledge systematically from first principles — finance professionals without a legal background and legal professionals without a finance background both complete it successfully.
Nine steps from enquiry to your student number
The process runs in two tracks — online or by physical form — and concludes with AAFM India dispatching your study material and assigning your Student Registration Number.
Confirm your eligibility and fee
Speak with an AAFM India counsellor to confirm that your current qualification meets the registration threshold, review the current fee structure and discuss any EMI options available on your credit or debit card.
Fill the registration form
Complete the CTEP™ Registration Form. You can do this online via the AAFM India student registration portal (aafmindia.co.in/Certifications/StudentRegistration.aspx) or download and fill the physical form. Ensure all personal and qualification details are entered accurately as they will appear on your designation certificate.
Attach required documents
Compile and attach attested copies of your educational qualification certificates (10+2 certificate at minimum; graduation mark sheet if available), a valid photo identity document and a recent passport-size photograph.
Pay the registration fee
Enclose the registration fee of Rs. 47,200 (inclusive of study material) for Indian candidates, or USD 1,000 for overseas/NRI candidates. Payment may be made by demand draft, cheque, online transfer or card payment. EMI is available for card holders — confirm the instalment options with your counsellor.
Submit your application
Online: complete the student registration form on the portal and upload documents digitally. Physical: courier the completed form, attested documents and payment instrument to the AAFM India office at Plot 30, 3rd Floor, Grover Tower-1, New Delhi – 110015.
Receive your Student Registration Number
AAFM India processes your application and generates your Student Registration Number. Study material is dispatched (by courier for physical applicants; access credentials provided for online applicants). Your 12-month programme access begins from this date.
Complete the programme (60-day minimum)
Work through all six units of on-demand video content at your own pace. Most candidates take 3–6 months. You may schedule your examination at any point after 60 days from your registration date, within the 12-month validity window.
Register for and sit the examination
Pay the examination fee (Rs. 5,000 + GST for India; USD 100 overseas), choose a centre from the 300+ options across India and schedule your 115-minute exam. Pass with 75/150 marks (50%) to advance to certification. See the Examination page for the full pattern and unit-wise breakdown.
Apply for the CTEP™ designation
After passing the examination, complete the CTEP™ certification form and courier it to AAFM India. Pay the certification fee (USD 100) to AAFM USA. AAFM USA then formally awards the Chartered Trust & Estate Planner™ designation, recognised in 151+ countries under the AAFM/GAFM global standards framework.
What to expect once you are registered
Immediate access to content
Your Student Registration Number activates access to 65 on-demand video lessons across the six CTEP™ units. You can begin studying immediately on desktop or mobile.
Study material dispatched
Official CTEP™ study material — included in the registration fee — is dispatched by AAFM India. Allow time for delivery if your application was submitted by physical courier.
Examination window opens at 60 days
From day 60 after registration, you may schedule and sit the examination at any convenient centre within your 12-month access window.
Counsellor support throughout
AAFM India counsellors remain available by phone (+91 96501 59583) and email (info@aafmindia.co.in) to support you at every stage of the programme.
How the CTEP™ is formally awarded
Passing the exam is the key milestone. The designation itself is awarded by AAFM USA — the global body — making it internationally recognised from day one.
| Stage | Action | By Whom |
|---|---|---|
| Pass the examination | Score 75/150 (50%) in the CTEP™ exam | Candidate |
| Submit certification form | Fill and courier the certification application form to AAFM India | Candidate |
| Pay certification fee | USD 100 to AAFM USA | Candidate |
| Designation awarded | CTEP™ certificate issued and designation activated | AAFM USA |
| Annual renewal | Renew the designation each year (Rs. 14,160 for India; USD 250 overseas) with CPD requirements | Candidate + AAFM India |
Once the CTEP™ designation is awarded, you may use the Chartered Trust & Estate Planner™ (CTEP™) post-nominal. The designation is recognised in 151+ countries under the AAFM/GAFM global standards framework, which holds ISO 9001, ISO 29990, TUV and US Department of Labour recognition.
For a full picture of programme costs at each stage, see the Fees page. For the examination pattern, marking scheme and scheduling process, see the Examination page. To explore what you will study, visit the Curriculum page.
Explore every step of the CTEP™ journey
The Chartered Trust & Estate Planner pathway is a connected set of pages — start anywhere, each links back here.
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CTEP™ Registration — frequently asked questions
You can register for the CTEP™ programme after passing 12th standard (10+2) or equivalent. You do not need to be a graduate to enrol and begin studying.
Graduation in any stream is required before the CTEP™ designation is formally awarded. Candidates who are pursuing graduation may enrol and study — the designation is issued once graduation is complete and the exam is passed.
No specific professional background is required to register. The programme is designed for finance professionals, legal professionals and graduates alike. The curriculum builds estate-planning knowledge from the ground up.
You can register online via the AAFM India student registration portal at aafmindia.co.in, or by filling a physical registration form, attaching the required documents and enclosing the fees, then couriering the form to the AAFM India office in New Delhi.
60 days after the date of registration you become eligible to schedule and sit the CTEP™ examination. This window gives you time to work through the programme material before attempting the exam.
After passing the examination and completing the certification form, the CTEP™ designation is formally awarded by AAFM USA (the global body), recognised across 151+ countries under the AAFM/GAFM accreditation framework.
Start your CTEP™ journey today
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