Real Estate Certificate Programs Data We Can All Learn From

@

Contracted TRUST AND ESTATE PLANNERTM (CTEPTM) is novel and the main Estate Planning and Trust Planning confirmation in India. This accreditation completely manages every one of the parts of Estate Planning like Intergenerational Wealth Transfer, Wealth Preservation, Trust Planning, International Succession Planning and International Estate and Gift Taxation.

The Chartered Trust and Estate PlannerTM is a Short Term International Certification Course focussing on Estate and Trust Planning which shapes a critical subset of Personal Finance, Financial Planning, Wealth Planning or Wealth Management. The program enables the members to create abilities in riches exchange, progression arranging, family riches conservation warning aptitudes. The program is required by Financial Advisors, Wealth Managers, Wealth Management and Private Banking Professionals and Students to create forefront learning in Estate Planning, Trust Planning, Succession Planning, Private Banking, Family Office, and Financial Advisory. The CTEP ® Program is a Federally Copyrighted Program established in the United States with Wall Street Sector Trademarks possessed by AAFM®

In the current circumstances, the obligatory necessity posted by the money related warning industry towards the skilful and educated competitors in the field of trust and bequest arranging who can exhort customers on business progression arranging has made it fundamental for a contender to be knowledgeable with every one of the parts of Estate Planning and Succession Planning.

This confirmation empowers the possibility to meet the present range of abilities required by the business and emerge of the group.

CTEPTM Curriculum

The educational programs for the Chartered Trust and Estate Planner incorporates trust and domain arranging worries of inhabitant and non-occupant customers and families. This center gathering of themes concentrates on the major practical issues of high total assets counseling, extending from charge, back to law. A basic part of this course is tending to the relational abilities vital to of prompting the rich individual or family. The course will cover such arranging impediments as Common Law versus Common Law purviews, non-inhabitant outsider life partner, and unmistakable and non-substantial resources in numerous jurisdictions.Use of trust as riches arranging and expense arranging apparatuses.

Unit 1- Introduction to Estate Planning

Unit 2 - Legalities ofSuccession Planning

Unit 3 - Indian Taxation Laws

Unit 4 - Trust Planning in India

Unit 1 Introduction to Estate Planning

This course presents the bequest arranging process starting with the underlying customer meet and finishing up with the drafting of fundamental domain reports. Subjects to be talked about incorporate dealing with the underlying meeting, gathering customer data, confining the extent of engagement and drafting the engagement letter, moral issues amid portrayal and the probate procedure. The concentration at that point will move to drafting archives ordinarily utilized as a part of domain designs, for example, propel orders, basic wills, "pour-over" wills, and trusts.

Unit Includes:

Idea of Estate Planning

Domain Planning Process:

Ventures in Estate Planning

Apparatuses of Estate Planning

Business Succession Planning

Life Objectives Goal Setting

Generosity and Charitable Planning