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AAFM CTEP Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Retirement and Succession Planning | - Retirement income planning tools - Business succession planning |
| Ethics and Professional Standards | - Regulatory and compliance frameworks - Ethical practices in wealth advisory |
| Trust Administration and Fiduciary Duties | - Trustee responsibilities and obligations - Fiduciary standards and compliance |
| Taxation in Estate Planning | - Cross-border taxation considerations - Gift tax rules and exemptions - Estate and inheritance taxation concepts |
| Wealth Preservation and Asset Protection | - Asset protection strategies - Risk management in estate planning |
| Trust and Estate Planning Fundamentals | - Principles of estate planning - Types and structures of trusts - Wealth transfer mechanisms |
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