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AAFM CTEP : Chartered Trust & Estate Planner (CTEP) Certification Examination
- Exam Code: CTEP
- Exam Name: Chartered Trust & Estate Planner (CTEP) Certification Examination
- Updated: Oct 09, 2026 Q&As: 472 Questions and Answers
About AAFM CTEP Exam
In 2026, knowing your difficult points is half the battle. The PDF version from DumpsTests lets you flip freely through 472 practice questions for the AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination exam and mark exactly where you struggle.
AAFM CTEP Exam Overview:
| Certification Vendor: | Global Academy of Finance and Management (formerly AAFM) |
|---|---|
| Exam Name: | Chartered Trust & Estate Planner (CTEP®) Certification Examination |
| Exam Number: | CTEP |
| Real Exam Qty: | 150 |
| Exam Price: | ₹5000 + GST (India; varies by country/exam centre) |
| Exam Duration: | 115 minutes |
| Available Languages: | English |
| Passing Score: | 75 marks (50%) |
| Related Certifications: | Chartered Wealth Manager (CWM) Accredited Financial Analyst (AFA) |
| Exam Format: | Multiple Choice Questions (1, 2, and 4 marks) |
| Sample Questions: |  |
| Exam Way: | Onsite at authorized test centers (varies by region; e.g., Pearson VUE locations) |
| Pre Condition: | Approved accredited degree or equivalent professional credentials and related work experience |
| Official Syllabus URL: | https://www.aafm.us/ctep.html |
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Trust Planning | 21% | - Trust structures and management |
| Topic 2: Laws Affecting Estate Planning | 13% | - Legal frameworks and personal law impacts |
| Topic 3: Testamentary Succession | 21% | - Wills and testamentary rules |
| Topic 4: Personal & Intestate Succession Laws | 27% | - Succession laws and rules |
| Topic 5: Introduction to Estate Planning | 7% | - Foundations of estate planning |
| Topic 6: International Estate Planning | 12% | - Cross-border estate planning topics |
Studying for the AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination Exam: Answers
The AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination exam contains 150 questions, and you will have 115 minutes minutes to complete them. Practicing within the same limits builds the pacing the real exam demands.
This package includes 472 practice questions for the AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination exam. Every answer is verified by an experienced team of experts, so you can trust what you study.
The PDF version downloads in seconds and prints cleanly, so you can read on paper, flip through the pages freely, and write notes in the margins as you go. Marking each mistake on paper makes review sessions concrete: you see exactly which questions tripped you up and which topics need another round.
The AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination practice questions are organized around the official exam objectives. Key topics include:
- Trust Planning (21%)
- Personal & Intestate Succession Laws (27%)
- Testamentary Succession (21%)
Use your printed pages to flag the topics that give you trouble, then focus your next session there.
The AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination exam requires a score of 75 marks (50%) to pass, and the official registration fee is ₹5000 + GST (India; varies by country/exam centre). Because the fee is significant, preparing thoroughly the first time is the practical choice.
The AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination exam is scored on a scale where 75 marks (50%) is required to pass, and the official exam fee is ₹5000 + GST (India; varies by country/exam centre).
Approved accredited degree or equivalent professional credentials and related work experience
You can confirm the current eligibility requirements on the official CTEP exam page before you register.
If you learn best with physical pages, the PDF version is built for you. Print the full 472 practice questions for the CTEP exam, work through them anywhere without a device, and keep your annotated pages as a personal review guide. The PC and online versions remain available whenever you want interactive practice.
AAFM Chartered Trust & Estate Planner (CTEP) Certification Examination Sample Questions:
Question #1
The accounts of the Trust should be audited where the income (including corpus donations) exceeds ______________. One of the essential condition for obtaining exemption of the income of a Charitable Trust is that at least _______ of the income should be applied to charitable purposes in India.
- A. Rs. 50,000; 75%
- B. Rs 50,000; 85%
- C. Rs.1,50,000; 85%
- D. Rs.1,50,000; 85%
Correct Answer: B 🗳️
Question #2
Singapore personal tax rates are capped at _________ for residents and a flat rate of ________ for non-residents.
- A. 15%,18%
- B. 18%, 20%
- C. 15%, 20%
- D. 20%,15%
Correct Answer: D 🗳️
Question #3
Which of the following statement(s) about Ancillary Probate is/are false?
- A. Only (i)
- B. Both (i) and (ii)
- C. Only (ii)
- D. Neither (i) nor (ii)
Correct Answer: D 🗳️
Question #4
Which of the following statement(s) about Benami Transaction is/are correct? Exhibit:
- A. Only (i)
- B. Both (i) and (ii)
- C. Only (ii)
- D. Neither (i) nor (ii)
Correct Answer: B 🗳️
Question #5
In some states like __________ and ____________, the Indian Succession Act was amended to provide that all daughters who were unmarried as on the date of the amendment would be regarded as coparceners in much the same manner as the sons in the family.
- A. Maharashtra; Tamil Nadu
- B. West Bengal; Assam
- C. None of the above
- D. Gujarat; Maharashtra
Correct Answer: A 🗳️
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