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 AAFM CTEP : Chartered Trust & Estate Planner (CTEP) Certification Practice TestsPractice Tests Organized by Martin Hoax |
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Exam Number : CTEP
Exam Name : Chartered Trust & Estate Planner (CTEP) Certification
Vendor Name : AAFM
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Exam CTEP Free Exam PDF provided for download
Our CTEP questions have been certified by AAFM certified specialists, who are exceptionally qualified and certified individuals with years of professional experience related to the CTEP exam. Learning their CTEP Latest Topics is enough to pass the CTEP exam with high marks.
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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 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.
Personal Financial Planning, Estates, and Risk Management
The candidate will be exposed to advanced financial topics 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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