AAFM AAFM Certification CTEP

Exam Topics for AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

• International Real Estate Plans
• Trust Plan in India
• Laws Affecting Real Estate Plans
• Introduction to Estate Plan.
• Testamentary Succession
• Personal and Intestate Succession Laws in India

Understanding functional and technical aspects of AAFM CTEP

The following will be discussed in AAFM CTEP exam dumps:

• Resident in US for tax purposes
• Tax Domicile Certificate
• Domicile in US
• Returning Indian
• Relationship between Income Tax Policy and FEMA
• Real Estate Plansin the UAE
• Real Estate Plansin the US
• FEMA Regulations in Estate Plan
• Real Estate Plansin the UK
• Wills in Singapore
• Real Estate Plansin Singapore
• Real Estate Plansin Singapore
• Generation Skipping Transfer Tax
• Inheritance Tax in Singapore
• FEMA on Trusts
• Real Estate Plansin UAE

Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx

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Certification Path for AAFM CTEP

American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.

The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.

Difficulty in Attempting AAFM CTEP

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• Real Estate Plansis the most ignored area of Personal Finance and there is virtually no competition, so it gives a competitive edge to advisors who incorporate it
• With transaction or commission margins under pressure it allows an additional source of income
• The advisor gets the ability to continue his services to the next generation
• The advisor gets complete share of Wallet
• Real Estate Plansadvise allows advisors to cater to higher level of clients and broaden their range of services and client base
• Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise

Financial Advisors frequently feel becoming a specialist is too time consuming, especially during periods of economic extremes. CTEP Certification offers flexible schedules and self-study programs. Most importantly, this is a one-time commitment. You can lose money in stocks or bonds, but no one can take away your education

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