Chartered Trust & Estate Planner (CTEP) Certification

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

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Latest 2024 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
Update : Click Here to Check Latest Update
Question Bank : Check Questions

Pass4sure CTEP Actual Questions that are updated today
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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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CTEP Exam

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Answer: CTEP exam update depends on the vendor that takes the test, like Cisco, IBM, HP, CompTIA, and all others. There is no set frequency in which CTEP exam is changed. The vendor can change the CTEP exam questions any time they like. Their team keeps on checking updates and when exam questions are changed, they update their PDF and VCE accordingly.

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