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Certification Path for AAFM CTEP
American Academy of Financial Management India (organization) is an association and a Professional Standards Setting body that proactively directs the turn of events and advancement of norms for Financial Advisory Professionals to profit and secure people in general in the country. It is a Professional Membership and Certification association some portion of driving Global Confederation set up by unmistakable monetary help companies with a goal to professionalize the idea of Financial Advisory in India.
The up-and-comers who wish to go through the CTEPTM Certification Program (the ‘Program') need to get enlisted with organization.
Difficulty in Attempting AAFM CTEP
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- The advisor gets the ability to continue his services to the next generation
- Real Estate Plansis the most ignored area of Personal Finance and there is virtually no competition, so it gives a competitive edge to advisors who incorporate it
- The advisor gets complete share of Wallet
- Client's needs are about Wealth Enhancement, Wealth Protection and Wealth Transfer. So, to be complete advisors, they should incorporate Wealth Transfer Advise
- With transaction or commission margins under pressure it allows an additional source of income
- Real Estate Plansadvise allows advisors to cater to higher level of clients and broaden their range of services and client base
Financial Advisors frequently feel becoming a specialist is too time consuming, especially during periods of economic extremes. CTEP Certification offers flexible schedules and self-study programs. Most importantly, this is a one-time commitment. You can lose money in stocks or bonds, but no one can take away your education
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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx