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

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

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CTEP Practice Test Details

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

Latest 2025 Updated AAFM Chartered Trust & Estate Planner (CTEP) Certification Syllabus CTEP dumps collection with Premium PDF and Test Engine

Practice Tests and Free VCE Software - Questions Updated on Daily BasisBig Discount / Cheapest price & 100% Pass Guarantee

CTEP exam Format | CTEP Course Contents | CTEP Course Outline | CTEP exam Syllabus | CTEP exam Objectives

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Larry Smith

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Latest 2025 Updated AAFM Chartered Trust & Estate Planner (CTEP) Certification Syllabus
CTEP dumps collection with Premium PDF and Test Engine

Practice Tests and Free VCE Software - Questions Updated on Daily Basis
Big Discount / Cheapest price & 100% Pass Guarantee