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Q.1 What is CTEPTM?top
Ans- CHARTERED TRUST & ESTATE PLANNER (CTEPTM) is unique and the only Trust and Estate Planning certification in India. This certification comprehensively deals with all the aspects of Estate Planning And Trust Planning like Asset Protection, Intergenerational Wealth Transfer, Succession Planning, Creation of Trusts, Trust Management, International Trust Structures, Philanthropic Planning, Cross Border Estate Planning, Maintenance of Dependents and Estate Tax Planning issues Globally. The participants get in depth view of Wills, Power of Attorneys and Succession Laws etc. This certification enables the candidates to meet the current skill set needed by the industry and stand out of the crowd.
Q.2 Who should consider CTEPTM certification?
Ans-
- People from Banks, NBFCs, Broking houses, Mutual Funds, Insurance and Distribution houses.
- Suitable for all those with a finance background who wish to move into Wealth Management business
- Product Heads and Managers who wish to learn or reinforce all the technical aspects of the business
- Business Heads from Banks, Mutual Fund Houses, Distribution, Wealth Management, Family Office, Advisory firms etc.
- Existing Relationship Managers in Wealth Management/Private Banking who wish to cement their knowledge and achieve a
- professionally recognized International certification
- Independent Advisors who manage HNI clients and wish to enhance their technical skills
Q.3 What are the benefits of undergoing the CTEPTM certification programme.
Ans- The Certification in Trust and Estate Planning will help the “Financial Planners” to:
Bridge the Relationship Gap: Leverage the CTEPTM Designation to open new doors of HNI, Ultra HNI and Private Banking Clients, earn trust by sharing your expertise, and enhance your credibility with a CTEPTM designation.
Distinguish Your Practice: Your ability to deliver “real value” further differentiates you from your competition. Your enhanced skills to advise on Estate, Trust and Succession Planning would help you to add new revenue streams to your advisory business.
Create Top-of-Mind Awareness: Nurturing relationships with your client network is simplified by becoming a valuable resource on estate and trust planning a virgin area in Financial Advisory services in India.
Create Added Visibility and Credibility: The on-line member directory allows you to be listed among other prominent client-centered wealth planners, financial advisors, lawyers and estate planners who are committed to excellence in wealth advisory
Q.4. Who offers CTEPTM certification in India?top
Ans- AAFM India offers this prestigious and unique designation which is globally recognized in the Field of Estate TM Planning “CHARTERED TRUST & ESTATE PLANNING” (CTEPTM ). AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India.
AAFM has set up its Indian Chapter American Academy of Financial Management India Private Limited, AAFM India (AAFMI) as a Standard Setting Body in India with the objective to promote Wealth Management and Financial Advisory Standards in the country.
Ans- American Academy of Financial Management is a Global Standard Setting Body with the objective to promote Wealth Management and Financial Advisory Standards globally. AAFM, USA is a 16 years old organization working globally having offices in 17 countries and members presence in 151+ Countries.
Q.6 Is CTEPTM certification a global certification?
Ans- CTEPTM is truly a global certification, as it is a chartered course no cross-border exam is required. The certification is valid in 151+ countries.
Q.7 Which are the six units under the CTEPTM certification education programme and what is the nature of the curriculum?
Ans- The six units under the CTEPTM certification education programme are
- Unit 1- Introduction to Estate Planning
- Unit 2 - Legalities of Succession Planning
- Unit 3 - Indian Taxation Laws
- Unit 4 - Trust Planning in India
- Unit 5 –Advanced Estate and Succession Planning
- Unit 6 - International Trust and Estate Planning
Q.8 What are the modes available to facilitate completion of education?top
Ans- AAFM India has authorized Education Providers to deliver the CTEPTM certification education programme to the students. Alternatively, a candidate can adopt "Self Study" mode whereby he/she will get courseware or study material directly from AAFM India. The CTEPTM certification Education programme is delivered by authorized Education Providers through distance learning, e-learning mode, part-time and full-time Education programmes.
Q.9 In what language will the exam be conducted?
Ans- Exam is conducted only in English language.
Q.10 What are the minimum qualifications required to register for the CTEPTM certification programme?
Ans- Minimum Qualification required to pursue the course is 12 pass.
However, candidate will be accorded the certification only if he/she is a graduate/Diploma holder. So, Parallely one can pursue this course alongwith Graduation Degree/ Diploma Studies. Certificate will be provided on completion of Graduation or Diploma from recognized institution. A candidate can be holding degrees / diplomas in Finance, Accounting, Economics or Business, etc.
Q.11 How soon can I complete CTEPTM certification? What is the maximum period given to a candidate to complete the CTEPTM certification programme?top
Ans-Candidate can appear for exam only after 60 days from the date of registration. After that he need to complete the exam within one year from the date of registration.
Q.12 What if I don't complete the course in a year?
Ans- Candidate has to get the registration renewed after registration is expired. Renewal fees with AAFM is Rs.10000/-. Demand Draft should be in favour of ' AMERICAN ACADEMY OF FINANCILA MANAGEMENT INDIA PRIVATE LIMITED' payable at New Delhi, India.
Q.13 What are the renewal requirements of CTEPTM certification?
Ans- CTEPTM certification fee is currently set at USD 100 per year.
Q.14 What do I gain for recognition when I pass the exam?
Ans- Success in passing the exam opens up several opportunities for immediate recognition by your peers, customers and the financial services industry as a whole. Successful candidates will be awarded a certificate and CTEPTM Label Pin. CTEPTM certificants who successfully apply for certification will be able to indicate their CTEPTM certification on their professional identifications, including visiting cards and letter head.
Q.15 Is NJ Gurukul an authorized Education Provider?
Ans- Yes, NJ Gurukul is an authorized Education Provider with AAFM India.
Q.16 Does NJ Gurukul provide Distance learning?
Ans-No. As of now we are only providing Classroom training. In future we might launch the Distance Learning Programme.
Q.1 7 What are the facilities provided by NJ Gurukul in classroom training?
Ans- NJ Gurukul provides extensive classroom training of 80 hours covering 6 units. Also PPTs and online query solving is available for the candidates for a year from the date of enrollment.
Q.18 How much time is required for classroom training?
Ans- Candidate can complete training in 5 to 6 months.
Q.19 Who are the facilitators for the course?top
Ans- The course is being steered by qualified and successful professionals who are perfect for the specific units.
Q.20 What career prospects are available after completion of CTEPTM Certification?
Ans- There are very few financial planner and advisors in India who have expertise knowledge on estate planning. Pursuing the Course will help an individual to offer complete financial planning services to clients. Following are the firms who provide Estate planning services in India.
- Universal trustees.
- RBS Financial Services (India) Private Limited
- Terentia Consultants Private Limited
- Barclays Wealth Trustees (India) Private Ltd
- HSBC