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CTEP Chartered Trust & Estate Planner (CTEP) Certification actual exam questions with practice tests, killexams latest July 2025 CTEP braindumps are all that you need to pass the exam reditustax

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AAFM CTEP : Chartered Trust & Estate Planner (CTEP) Certification Practice Tests

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Latest 2025 Updated AAFM Chartered Trust & Estate Planner (CTEP) Certification Syllabus
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Exam Number : CTEP
Exam Name : Chartered Trust & Estate Planner (CTEP) Certification
Vendor Name : AAFM
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CTEP exam Format | CTEP Course Contents | CTEP Course Outline | CTEP exam Syllabus | CTEP exam Objectives

The curriculum for the Chartered Trust and Estate Planner is based on trust and estate planning for resident and non-resident clients. This core group of graduate subjects 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.

Personal Financial Planning, Estates, and Risk Management
The candidate will be exposed to advanced financial subjects including wealth accumulation and distribution, asset transfer, tax planning, and retirement planning. This section will include a full discussion of insurance products including life, property, health, disability, casualty and catastrophic coverage insurance. Also, the student will learn techniques used to transfer assets during a clients lifetime using planned gifts, as well as, planning at death using wills and trusts.

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