Chartered Trust & Estate PlannerTM

Learn how to Manage & Create Trusts, Will, Succession Plan, Master the Art and Science of Inter-Generational Wealth Transfer.



Unit-1 : Introduction to Estate Planning.

Unit-2: Laws Affecting Estate Planning

Unit-3: Personal & Intestate Succession Laws in India

Unit-4: Testamentary Succession

Unit-5: Trust Planning in India

Unit-6: International Estate Planning


Estate Planning Process

Succession Laws

Intestate Succession Laws

Creating Estate Plan Solutions

Tax Planning through Trusts

Cross Border Estate Planning

 Are You Ready ?

  1. Do you want to have full control over your wealth while alive?
  2. Do you want to take care of your loved ones and yourself if you become disabled?
  3. On your Death do you want to give, what you want, to whom you want, the way you want & when you want without any hassles?
  4. Do you want to save professional fees, transfer fees and court cost on transfer of your property on your death?


Partha Sarathi Sengupta, CTEP™
Director and Market Head
Standard Chartered Bank, Kolkata

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.

M. Prakashnie, CTEP™
Consultant Trainer
ICICI Prudential, Chennai

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.

Amit Kishore Chirimar, CTEP™
Self Employed

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.

Sneha Ramesh Makhija, CTEP™
Sr. Manager Estate Planning
Anand Rathi, Mumbai

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 !

Rajesh J Mehta, CTEP™
Self Employed

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.

Clinton Francis Dsouza, CTEP™
Citi Bank, Mumbai

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.

Shailendra Dubey, CTEP™
Vice President
Universal Trustees, Mumbai

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.

Ganesh Jayaraman, CTEP™
Waterfield Advisors Pvt. Ltd., Mumbai

CTEP™ certification has acted as a stepping stone towards knowledge enhancement and my successful foray into practice of the subject.

Swapan Chakarborty, CTEP™
Sr. Vice President
Anand Rathi Pvt. Wealth Management, Pune

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.

J. Parthasarthy, CTEP™
Finplan India, Chennai

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.

Yash Sharma, CTEP™

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.

Shammi Khanna, CTEP™
Vice President
Universal Trustees Pvt. Ltd., Gurgaon

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.

Sonali Pradhan, CTEP™
Associate Director
Royal Bank of Scotland, Gurgaon

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.


  • 20 Years Old Organization
  • 3,00,000 + Certificants Globally
  • Member Presence in 151 + Countries
  • Offices in 17 Countries
  • 800 Universities worldwide offer AAFM Program


  • 2 Hours Single Exam
  • 50% Passing Marks
  • No Negative Marketing
  • 5000+ Test Centers World Wide
  • Examination Type MCQ's (Objective)


  • Get Connected to Leading Corporate
  • International Designation after your Name
  • Directly Awarded by AAFM USA
  • Publish on our site as a Certified Member
  • Milestone in working corporate laddar


The exams are held online at our 150 testing centers in over 75 cities across India.

Know More: Click Here



403, 4th Floor ITL Twin Towers, Plot No - B-09, Netaji Subash Place, New Delhi - 110034

Email ID:, Web:, Tel: 011-45120800 / 9650159583