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Chartered Trust & Estate Planner (CTEP®) Certification

CTEP® is the most suitable for those professionals dealing with inheritance, wills, and succession planning in India.

Advanced Created by AAFM Admin Last updated Jul 2025 English
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Course overview

The CTEP® certification is a globally recognized credential designed for professionals advising on wills, trusts, estate planning, succession planning, and inheritance planning. It equips professionals with the knowledge and expertise to manage and create trusts, wills, and succession plans, mastering the art and science of inter-generational wealth transfer.


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What will I Learn?

  • Outcomes: Upon completion, participants will have enhanced skills in trust and estate planning, preparing them for roles such as Chartered Trust and Estate Planner, Estate Planning Advisor, and Wealth Management Consultant.
Requirements
  • Requirements: Candidates must have a bachelor's degree from an accredited institution. The certification examination is conducted by Pearson Vue across their examination centres..
Curriculum for this course
48 Lessons 00:00:00 Hours
Level-1
  • Chapter-1 Introduction to Estate planning
    .
  • Chapter- 2 Estate Planning Process
    .
  • Chapter- 3 Goal Setting
    .
  • Chapter- 4 The Basic Tools of Estate Planning
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  • Chapter- 5 Business Succession Planning
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  • Chapter- 6 Philanthropy and Charitable Planning
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  • Chapter - 1 Introduction to Law
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  • Chapter - 2 Meaning and Essentials of a Contract
    .
  • Chapter - 3 Law of Agency
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  • Chapter - 4 Formation of Companies
    .
  • Chapter - 5 Various Acts
    .
  • Chapter - 6 Anti-Money Laundering
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  • Chapter - 7 Hindu Personal Law
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  • Chapter - 8 Muslim Personal Law
    .
  • Not available PDF for this chapter
    .
  • Chapter - 2 Indian Succession Act, 1925
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  • Chapter - 3 Hindu Succession Act
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  • Chapter - 4 Coparcenary Property Under HSA
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  • Chapter - 5 Succession in Case of Males Under HSA
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  • Chapter - 6 Succession in Case of Females Under HSA
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  • Chapter - 7 Minority and Guardianship Act 1956
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  • Chapter - 8 The Hindu Adoption and Maintenance Act, 1956
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  • Chapter - 9 Mitakshara and Dhayabaga Schools of Hindu Law
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  • Chapter - 10 Muslim Law
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  • Chapter - 11 Gifts Under Muslim Law
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  • Chapter - 12 Wakfs Under Muslim Law
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  • Chapter - 13 Goa Civil Code
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  • Chapter - 1 Wills and Succession Planning
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  • Chapter - 2 Wills Under ISA
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  • Chapter - 3 Wills (Wasiyat)
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  • Chapter - 4 Transfer of Property
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  • Chapter - 5 HUF
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  • Chapter - 1 Trust
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  • Chapter - 2 Trust for Un-Born Person
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  • Chapter - 3 Trust for Wife, Children and Other Relatives
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  • Chapter - 4 Oral Trust
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  • Chapter - 5 Private Religious Trust
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  • Chapter - 6 Discretionary Trust
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  • Chapter - 7 Living Trust
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  • Chapter - 8 Religious and Charitable Trusts
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  • Chapter - 9 100 per cent Specific Beneficiary Trust
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  • Chapter - 10 Private Business Trust
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  • Chapter - 11 Society as a form of charitable Organization
    .
  • Chapter - 1 Estate Planning in Singapore
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  • Chapter - 2 Estate Planning in the UK
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  • Chapter - 3 Estate Planning in the US
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  • Chapter - 4 Estate Planning in the UAE
    .
  • Chapter - 5 FEMA Regulations in Estate Planning
    .
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About instructor

AAFM Admin

The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Original Tax and Estate Planning Law ReviewTM. The AAFM was originally established in as a professional organization for investment managers, lawyers, and analysts. The Law Review was founded to examine strategic wealth and estate planning issues for Law, CPA, PhD, and MBA graduates and to award the wealth management, estate planning, and tax designations.

1 Reviews | 8623 Students | 8 Courses
The AAFM Board of StandardsTM was founded in 1996, via a merger between the American Academy of Financial Management & Analysts (AAFM) and the Founders Advisory Committee of the Or...
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