CTEP PDF Questions : Download 100% Free CTEP Exam Questions
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
Free CTEP Cram Guide that will ensure your success
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The Risk of Using Free & Outdated Material
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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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PDF Questions and Answers | : 80 |
File Format | |
Premium Files Update | : May 30, 2025 |
Files Delivery | : Instant (5 to 10 min.) |
Compatibility | : All Desktop and Mobile Devices |
Delivery Method | : Download Account |
Sample Download | : CTEP Exam PDF |
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Killexams now introduces Online Test Engine which works on iPhone, iPad, Android, Windows and Mac. CTEP Online Testing and Learning facility will help you prepare your test on any device. Our OTE provide all features to help you memorize and practice test questions and answers. It is best to Practice CTEP Exam Questions so that you can answer all the questions asked in test center. Our Test Engine uses Questions and Answers from Actual Chartered Trust & Estate Planner (CTEP) Certification exam.
Desktop Test Engine Questions | : 80 |
Software Version | : 3.0.9 |
Access | : Unlimited |
File Type | : VCE, sis |
Access Activation | : Instant (5 to 10 min.) |
Support OS | : Windows (All Versions) |
Delivery Method | : Username/Password | Software Demo | : Demo Software Download |
Installation Guide | : Video Guide |
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