AAFM CTEP - Chartered Trust & Estate Planner® (CTEP®) Certification Examination
___________ is appropriate for donors who want to see their charitable dollars at work during their lifetimes.
As per Employee Provident Fund, a member can withdraw________ of the amount of provident fund at credit after attaining the age of 54 years or within one year before actual retirement or superannuation whichever is later.
According to ___________ of the Registration Act, 1908 the registration of a Will is not compulsory. A suit can only be filed within ___________days after the refusal of registration by the Registrar. An oral will made by a soldier above 18 years of age will be valid for __________ while a written will be valid for ___________.
There are __________ types of Insurance policies which are used in Estate Planning.
As per Payment of Gratuity Act, Gratuity shall be payable to an employee after he has rendered continuous service for not less than __________
__________ is an influential person who knows you favorably and agrees to introduce or recommend you to others.
As per the Payment of Gratuity Act, the employer shall pay the amount of gratuity within _________.
There are four general categories of charitable gifts for donors and non-profits to consider. Out of these________ and ____________ require no contracts, trusts, trustees or special income tax returns. On the other hand, for __________ and _____________most donors and non-profits will need significant level of financial sophistication.
Estate planning has _________ steps.
The selling/ planning process has __________ steps.